Emma Jane Paul
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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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
10 years in the industry.
- Morgan StanleyAug 2025 to now
- University of FloridaAug 2024 to May 2025
- Divine OrganizingMay 2024 to Aug 2024
- Saugatuck Rowing ClubMay 2024 to Aug 2024
- Playa BowlsDec 2023 to Feb 2024
- Krupa Oil CompanyDec 2022 to Aug 2025
- Window Restorations of ConnecticutDec 2022 to Aug 2025
- University of FloridaJan 2022 to May 2024
- Saugatuck Rowing ClubSep 2021 to Aug 2023
- UnemployedAug 2021 to Sep 2021
- La Plage RestaurantJul 2021 to Aug 2021
- UnemployedMay 2021 to Jul 2021
- Playa BowlsOct 2020 to May 2021
- University of FloridaAug 2020 to May 2021
- UnemployedJun 2020 to Aug 2020
- Norwalk High SchoolSep 2019 to Jun 2020
- Lf StoresJul 2019 to Sep 2019
- UnemployedJun 2019 to Jul 2019
- Norwalk High SchoolAug 2018 to Jun 2019
- UnemployedJun 2018 to Aug 2018
- Norwalk High SchoolAug 2017 to Jun 2018
- UnemployedJun 2017 to Aug 2017
- Norwalk High SchoolAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8120323
- Firm CRD
- 149777