Jill Maybaum hart
Investment adviser representative at Morgan Stanley
16 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Jill Maybaum hart? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Morgan StanleyJun 2026 to now
- Pfs Investments Inc.Jan 2025 to May 2026
- Dowling LegacyJan 2023 to May 2025
- E*trade Securities LLCNov 2021 to Jan 2022
- Pfs Investments Inc.Sep 2019 to Nov 2021
- Primerica Financial ServicesJun 2019 to May 2026
- UnemployedMay 2019 to Jun 2019
- Invesco Advisers, Inc.Jun 2010 to May 2019
- Invesco Distributors, Inc.Jun 2010 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2909301
- Firm CRD
- 149777