Danielle Jansen

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

• 09/2021 → 03/2023
  First Republic Investment Management, Inc.
  San Francisco, CA
• 04/2022 → 03/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 10/2018 → 03/2020
  Four Barrel Coffee
  San Francisco, CA
• 03/2020 → 10/2021
  Unemployed
  San Francisco, CA
• 01/2012 → 10/2018
  Student
  Tempe, AZ
• 03/2023 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA

Previous Registrations

• 2022-11-22 → 2023-04-25
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-19