Kimberly Perez

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

• 10/2012 → 12/2020
  J.P. Morgan Securities Llc
  Manhasset, NY
• 12/2020 → Present
  Morgan Stanley Smith Barney Llc
  Melville, NY
• 01/2021 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2012-10-01 → 2020-12-08
  J.P. Morgan Securities Llc
  Greenvale, NY
  Manhasset, NY
  Mineola, NY
  Garden City, NY
  Mineola, NY
• 2012-04-11 → 2012-10-01
  Chase Investment Services Corp.
  Manhasset, NY
  Greenvale, NY

Exams

• S66 Uniform Combined State Law Examination
  2012-04-09

Other Names

• Kimberly Michelle Weiss
• Kimberly M Weiss
• Kimberly M Perez
• Kimberly Michelle Perez