Sarah Jane Green

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

• 01/2013 → 12/2017
  Td Ameritrade
  Fort Worth, TX
• 01/2018 → Present
  Morgan Stanley Smith Barney
  Dallas, TX

Previous Registrations

• 2014-12-08 → 2018-01-11
  Td Ameritrade, Inc.
  Fort Worth, TX
  Westlake, TX
  Dallas, TX
  Westlake, TX
  Plano, TX
• 2017-04-17 → 2018-01-11
  Td Ameritrade Investment Management, Llc
  Plano, TX
• 2014-12-08 → 2017-01-26
  Td Ameritrade Investment Management, Llc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-12-07
• S63 Uniform Securities Agent State Law Examination
  2013-07-16

Other Names

• Sarah Jane Loy
• Sarah Jane Green