Julie Jones
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
CFADesignation
$2TFirm assets
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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
14 years in the industry.
- Morgan Stanley Private Bank, N.AOct 2025 to now
- Morgan StanleySep 2025 to now
- Morgan Stanley Smith Barney LLCSep 2025 to now
- Wells Fargo Clearing Services, LLC.Jul 2021 to Sep 2025
- Wells Fargo Bank, N.A.Aug 2012 to Jul 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 5418697
- Firm CRD
- 149777