Jaclyn Diane Andrews

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 → 11/2016
  Morgan Stanley Smith Barney Llc
  San Mateo, CA
• 11/2016 → 09/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 09/2017 → 07/2021
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 08/2021 → 04/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 08/2021 → 04/2023
  First Republic Investment Management, Inc.
  San Francisco, CA
• 04/2023 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA

Previous Registrations

• 2021-08-04 → 2023-05-19
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2017-09-21 → 2021-08-05
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 2016-10-10 → 2017-08-02
  Morgan Stanley
  San Mateo, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-08-19

Other Names

• Jackie Andrews