Jamillah Shehan Wilcox

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 → 09/2017
  Fidelity Brokerage Services, Llc
  Albuquerque, NM
• 09/2017 → 04/2018
  Charles Schwab & Co., Inc.
  Westlake, TX
• 04/2018 → 02/2022
  Jp Morgan Securities, Llc
  Plano, TX
• 09/2020 → 08/2023
  Jamillah Shehan Studio
  Colorado Springs, CO
• 03/2022 → Present
  Morgan Stanley Smith Barney Llc
  Scottsdale, AZ

Other Businesses

*663558- Rental Property; Investment related: Yes; Colorado Springs, Colorado; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2022-04-19
• S63 Uniform Securities Agent State Law Examination
  2016-11-05

Other Names

• Jamillah Shehan Wilcox
• Jamillah S Wilcox