Isel Maria Isern

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 08/2018
  J.P. Morgan Securities Llc
  Houston, TX
• 08/2018 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 12/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2012-10-01 → 2018-08-28
  J.P. Morgan Securities Llc
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 2006-02-27 → 2012-10-01
  Chase Investment Services Corp.
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 1991-12-03 → 2006-07-11
  Banc One Securities Corporation
  Houston, TX
  Houston, TX
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-24
• S63 Uniform Securities Agent State Law Examination
  1988-07-06

Other Names

• Isel Maria Isern
• Isel Maria Isern
• Isel M Isern