Jill Renee Maines

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

• 06/1993 → Present
  Citigroup Global Markets Inc.
  Menlo Park, CA
• 06/2009 → Present
  Morgan Stanley
  Menlo Park, CA

Previous Registrations

• 1997-07-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Menlo Park, CA
  Menlo Park, CA

Other Businesses

2.*492344 - Esate; Investment related -Yes; Ravenna, Ohio; 04/2022; During business hours: 0; After business hours: 1; 3. *497135 - Estate; Investment related Yes; Ravenna, Ohio; Successor Role; 05/2022; During business hours: 1; After business hours: 0 *569942- Club Pilates; Investment related No; San Jose, California; Pilates; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 12; Pilates Instructor

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-01-11

Other Names

• Jill R Reagan
• Jill Renee Reagan