Zhuo Wang

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

• 06/2016 → 02/2018
  Morgan Stanley
  Tampa, FL
• 06/2016 → 02/2018
  Morgan Stanley Private Bank, N.A.
  Tampa, FL
• 06/2019 → 03/2021
  Jpmorgan Chase Bank, N.A.
  Windermere, FL
• 06/2019 → 03/2021
  J.P. Morgan Securities Llc
  Windermere, FL
• 12/2018 → 06/2019
  Huanier Usa, Inc
  Orlando, FL
• 02/2018 → 10/2018
  Nigma Capital & Finance
  Wesley Chapel, FL
• 11/2018 → 11/2018
  Unemployed
  Tampa, FL
• 03/2021 → Present
  Morgan Stanley
  Tampa, FL
• 07/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-07-08 → 2021-03-16
  J.P. Morgan Securities Llc
  Windermere, FL
• 2016-08-29 → 2018-02-12
  Morgan Stanley
  Tampa, FL
  Clearwater, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-08-26

Other Names

• Jewel Wang