Jamie M Vanderwarker

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

• 07/2007 → 02/2022
  First Midwest Financial Network
  Gurnee, IL
• 11/2010 → 02/2022
  Lpl Financial, Llc
  Gurnee, IL
• 02/2022 → 02/2022
  Old National Bank
  Gurnee, IL
• 02/2022 → Present
  Morgan Stanley
  Dublin, OH

Previous Registrations

• 2010-11-02 → 2022-03-08
  Lpl Financial Llc
  Fort Mill, SC
  Gurnee, IL
  Waukegan, IL
  Lindenhurst, IL
  Mundelein, IL
  Grayslake, IL
  Lindenhurst, IL
  Delaware, OH
  Leesburg, VA
• 2008-02-21 → 2010-11-02
  Uvest Financial Services Group, Inc.
  Gurnee, IL
  Lake Forest, IL
  Lindenhurst, IL

Exams

• S66 Uniform Combined State Law Examination
  2008-02-20

Other Names

• Jamie Marie Scowden