Ashley Evans

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

• 10/2009 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 05/2011 → 08/2021
  Bank Of America, N.A.
  San Francisco, CA
• 08/2021 → 09/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 08/2021 → 09/2023
  First Republic Investment Management, Inc
  San Francisco, CA
• 09/2023 → 04/2024
  J.P. Morgan Securities Llc
  San Francisco, CA
• 10/2023 → 04/2024
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA
• 04/2024 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 10/2024 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2021-08-27 → 2024-04-22
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  San Francisco, CA
• 2024-04-09 → 2024-04-20
  J.P. Morgan Securities Llc
  San Francisco, CA
• 2009-10-23 → 2021-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2008-03-07 → 2009-10-23
  Banc Of America Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-12-21

Designations

• Certified Financial Planner

Other Names

• Ashley Claire Evans