Lily Jesanis
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Lily Jesanis? 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
11 years in the industry.
- Morgan StanleyApr 2026 to now
- UBS Financial Services, IncOct 2025 to Mar 2026
- UnemployedMay 2025 to Oct 2025
- University of San DiegoFeb 2025 to May 2025
- William BlairMay 2024 to Jan 2025
- Goodhue Boat CoMay 2022 to Jul 2024
- University of San DiegoMay 2021 to May 2022
- Joy BarMay 2019 to May 2021
- StudentMay 2015 to May 2019
Exams passed
- 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
- 8077722
- Firm CRD
- 149777