Jeremiah Wise

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

• 05/2014 → 03/2017
  Fifth Third Bank
  Oak Lawn, IL
• 05/2014 → 03/2017
  Fifth Third Securities
  Oak Lawn, IL
• 05/2016 → Present
  Be Wise Holdings Llc
  Woodridge, IL
• 12/2018 → 09/2025
  J.P. Morgan Chase Bank, N.A.
  Chicago, IL
• 12/2018 → 10/2019
  J.P. Morgan Chase Bank, N.A..
  Chicago, IL
• 05/2016 → 09/2021
  Beloved Properties Llc
  Woodridge, IL
• 10/2019 → 09/2025
  J.P. Morgan Securities Llc
  Chicago, IL
• 09/2021 → Present
  Legacy Acquisition Partners Llc
  Woodridge, IL
• 09/2025 → Present
  Morgan Stanley Smith Barney Llc
  Oak Brook, IL
• 10/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-02-08 → 2025-09-05
  J.P. Morgan Securities Llc
  Chicago, IL
• 2015-12-15 → 2017-03-24
  Fifth Third Securities, Inc.
  Oak Lawn, IL

Other Businesses

(1) *659908 - Legacy Acquisition Partners LLC; Investment related: Yes; Woodridge, Illinois; Real Estate:Rental Property; Officer (proprietor, partner, officer, director, employee, trustee, agent); 05/2016; During business hours: 0; After business hours: 10; Property Management (2) *659901 - BE WISE HOLDINGS LLC ; Investment related: Yes; Woodridge, Illinois;Real Estate, Rental Property ; Officer (proprietor, partner, officer, director, employee, trustee, agent); 05/2016; During business hours: 0; After business hours: 10; Business Development/Growth

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-15
• S63 Uniform Securities Agent State Law Examination
  2012-05-04

Other Names

• Jeremiah Wise
• Jeremiah Ramon Wise
• Jeremiah R. Wise