Jackson Volle

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

• 09/2013 → 05/2017
  Amherst College
  Amherst, MA
• 07/2017 → 09/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Jolla, CA
• 10/2017 → 09/2019
  Bank Of America, N.A.
  La Jolla, CA
• 09/2019 → Present
  Morgan Stanley Smith Barney Llc
  La Jolla, CA

Previous Registrations

• 2017-12-20 → 2019-09-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Jolla, CA

Other Businesses

*682971- 3JV LLC; Investment related: Yes; San Diego, California; Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 1; After business hours: 0; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2017-12-19

Other Names

• Jackson T Volle