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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-04
TX RA APPROVED 2025-09-04
  • IL RA
    APPROVED
    Since 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04

Branch Locations

2211 York Road Suite 100, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fifth Third Bank Oak Lawn IL 05/2014 03/2017
Fifth Third Securities Oak Lawn IL 05/2014 03/2017
Be Wise Holdings Llc Woodridge IL 05/2016 Present
J.P. Morgan Chase Bank, N.A. Chicago IL 12/2018 09/2025
J.P. Morgan Chase Bank, N.A.. Chicago IL 12/2018 10/2019
Beloved Properties Llc Woodridge IL 05/2016 09/2021
J.P. Morgan Securities Llc Chicago IL 10/2019 09/2025
Legacy Acquisition Partners Llc Woodridge IL 09/2021 Present
Morgan Stanley Smith Barney Llc Oak Brook IL 09/2025 Present
Morgan Stanley Private Bank, N.A New York NY 10/2025 Present
  • 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
    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
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-15
S63 Uniform Securities Agent State Law Examination 2012-05-04
  • 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

View on SEC IAPD

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