Jennifer M Firlings

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

• 06/2009 → 12/2019
  Morgan Stanley Smith Barney Llc
  Purchase, NY
• 12/2019 → 05/2025
  Bny Mellon Securities Corporation
  New York, NY
• 08/2025 → Present
  Morgan Stanley
  New York, NY

Other Businesses

*656104- Rental Property; Investment related: Yes; St. James City, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2015; During business hours: 0; After business hours: 0; Owner of Rental Property *656105- Rental Property; Investment related: Yes; Brewster, Massachusetts; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 0; Rental property.

Exams

• S66 Uniform Combined State Law Examination
  2025-07-24
• S63 Uniform Securities Agent State Law Examination
  2000-08-10

Other Names

• Jennifer Marie Firlings
• Jennifer Firlings