Stephani K Chojnacki

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

• 12/2021 → 04/2023
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 12/2021 → 04/2023
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 10/2021 → 10/2021
  City Of Palm Beach Gardens
  Palm Beach Gardens, FL
• 04/2019 → 03/2020
  The Lane Spa
  Palm Beach Gardens, FL
• 11/2020 → 09/2021
  The Lane Spa
  Palm Beach Gardens, FL
• 11/2019 → 03/2020
  Frenchmans Creek
  Palm Beach Gardens, FL
• 04/2016 → 04/2019
  Trump National Jupiter Golf Club
  Jupiter, FL
• 04/2020 → 10/2020
  Unemployed
  Palm Beach Gardens, DE
• 11/2021 → 11/2021
  Unemployed
  Palm Beach Gardens, FL
• 05/2023 → 10/2024
  Unemployed
  Palm Beach Gardens, FL
• 11/2024 → 04/2025
  Lri Investments, Llc Dba Lindberg & Ripple
  Palm Beach Gardens, FL
• 11/2024 → 04/2025
  M Holdings Securities, Inc.
  Portland, OR
• 07/2025 → Present
  Morgan Stanley
  West Palm Beach, FL

Previous Registrations

• 2024-11-21 → 2025-03-18
  Lri Investments
  Palm Beach Gardens, FL
• 2022-08-09 → 2023-03-24
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-07-11
• S65 Uniform Investment Adviser Law Examination
  1995-02-24
• S63 Uniform Securities Agent State Law Examination
  1993-07-13

Other Names

• Stephani Kristen Stanish
• Stephai K Stanish
• Stephani Kristin Stanish
• Stephani Kristin Chojnacki
• Stephani Chojnacki