Evelyn Vera

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

• 09/2014 → 05/2019
  J.P. Morgan Securities Llc
  New York, NY
• 06/2014 → 06/2019
  Jpmorgan Chase Bank Na
  New York, NY
• 01/2021 → 07/2021
  Pfs Investments Inc.
  Union, NJ
• 10/2020 → 06/2021
  Primerica Financial Services
  Union, NJ
• 06/2019 → 10/2020
  Unemployed
  North Bergen, NJ
• 07/2021 → Present
  Morgan Stanley
  Purchase, NY

Previous Registrations

• 2008-01-28 → 2014-05-23
  Citigroup Global Markets Inc.
  Washington, DC
  New York, NY
  New York, NY
  Washington, DC
  Short Hills, NJ
  Greenwich, CT

Other Businesses

SALES OF INVESTMENT-RELATED PRODUCTS, PART-TIME OR FULL TIME, FOR COMPANIES AFFILIATED WITH PFS INVESTMENTS INC. I MAY ALSO RECEIVE NON-INVESTMENT RELATED COMPENSATION FROM PRIMERICA CLIENT SERVICES, INC. (A CO-LOCATED AFFILIATE OF PFS INVESTMENTS INC.) FOR PART-TIME REFERRALS OF HOME SECURITY AND AUTOMATION PRODUCTS, AS WELL AS OTHER HOME RELATED SERVICES. Title: Independent Business Consultant, North Bergen, NJ, March 2020 - Current I am a sole owner of Vera Business Solutions, LLC. The LLC was created for the sole purpose of administrative consultative services. It is not currently active at this time. It has not received any income/fees since inception in 2019. I would like to keep it open in the event I get hired for administrative purposes only. The LLC is not used to sell any investment related products or services. Vera Business Solutions, LLC, Not Investment Related, 241 72nd St. North Bergen, NJ 07047, Owner, February 2020 to Present, 20 hours per month (10 hours per month during securities trading hours), legal entity formed solely for Administrative and Bookkeeping Business. *578509 - Investment Property; Investment Related: Yes; North Bergen, New Jersey; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 0; Owner of Property

Exams

• S66 Uniform Combined State Law Examination
  2008-01-25

Other Names

• Evelyn Vera
• Evelyn Vera-Lorente
• Evelyn Vera-Lorente