Martha Jholzapfel Knapp

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

• 01/2011 → Present
  Morgan Stanley Smith Barney
  Portland, OR

Other Businesses

Martha Knapp Studios; Investment related - No; Tigard, Oregon; Business / Company; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2009; During business hours: 0; After business hours: 2 *492580 - Trust ; Investment related - Yes; Tigard , Oregon; 02/2022; During business hours: 0; After business hours: 4

Exams

• S66 Uniform Combined State Law Examination
  2012-09-10
• S63 Uniform Securities Agent State Law Examination
  2008-08-18

Other Names

• Martha Holzapfel
• Martha J Holzapfel
• Martha J Knapp
• Martha Knapp