Jonathan Walker Gilliam

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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2014-02-12
TN	RA	APPROVED	2009-06-01

TX RA
APPROVED_RES

Since 2014-02-12
TN RA
APPROVED

Since 2009-06-01

Branch Locations

Landmark Center 1111 North Shore Dr Ste N-160, Knoxville, TN 37919 • 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

Organization	City	State	From	To
Morgan Stanley	Knoxville	TN	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley

Knoxville, TN
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2007-10-11 → 2009-06-01

Citigroup Global Markets Inc.

Knoxville, TN

Other Businesses

*661750 - PFW Landcaping LLC; Investment related: Yes; Knoxville, Tennessee; Landscaping; Manager (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 1; Administrative

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-10-08
S63	Uniform Securities Agent State Law Examination	2006-08-24

S65 Uniform Investment Adviser Law Examination

2007-10-08
S63 Uniform Securities Agent State Law Examination

2006-08-24

View on SEC IAPD