James J Dunne

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

• 07/2016 → 10/2018
  Morgan Stanley Smith Barney Llc
  New York, NY
• 10/2018 → 07/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 06/2025 → Present
  Morgan Stanley
  New York, NY
• 07/2022 → 01/2024
  Sapphire Ventures
  New York, NY
• 08/2020 → 05/2022
  Business School Student
  New York, NY
• 01/2024 → 03/2025
  Tko (Wwe)
  New York, NY
• 06/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-08-24 → 2020-06-08
  Morgan Stanley
  New York, NY
  Purchase, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-11-14
• S63 Uniform Securities Agent State Law Examination
  2016-09-06

Other Names

• Seamus Dunne
• James Joseph Dunne
• James Joseph Dunne