Jarrod Lee Dill

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

• 02/2012 → 02/2020
  E*Trade Capital Management Llc
  Cupertino, CA
• 02/2012 → 02/2020
  E*Trade Securities Llc
  Cupertino, CA
• 02/2020 → 09/2023
  E*Trade Securities Llc
  Cupertino, CA
• 02/2020 → 09/2023
  E*Trade Capital Management Llc
  Cupertino, CA
• 03/2023 → 09/2023
  Morgan Stanley
  Cupertino, CA
• 09/2023 → Present
  Morgan Stanley
  Cupertino, CA

Previous Registrations

• 2012-02-24 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Cupertino, CA
  Cupertino, CA
• 2011-02-23 → 2012-02-21
  Td Ameritrade, Inc.
  San Mateo, CA
• 2011-02-23 → 2012-02-21
  Td Ameritrade Investment Management, Llc
  San Mateo, CA
• 2006-10-04 → 2011-01-21
  Ameriprise Financial Services, Llc
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

*560272 - POA; Investment related: Yes Olney, Illinois; POA; 06/2023; During business hours: 0; After business hours: 1;

Exams

• S66 Uniform Combined State Law Examination
  2010-12-30
• S63 Uniform Securities Agent State Law Examination
  1999-08-16

Other Names

• Jarrod Lee Dill