Nerisa V Elias

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

• 06/2020 → 12/2022
  Jpmorgan Chase Bank Na
  Newark, DE
• 06/2020 → 12/2022
  Jpmorgan Securities Llc
  Newark, DE
• 11/2019 → 01/2020
  Target
  Abington, PA
• 11/2016 → 12/2016
  Pnc Bank
  Jenkington, PA
• 05/2016 → 10/2016
  Wawa
  Jenkingtown, PA
• 02/2017 → 05/2020
  Police And Fire Federal Credit Union
  Philadelphia, PA
• 10/2015 → 02/2017
  Target
  Abington, PA
• 01/2023 → Present
  Morgan Stanley
  Conshohocken, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-05-15
• S63 Uniform Securities Agent State Law Examination
  2020-08-03

Other Names

• Nerisa Elias
• Nerisa Vania Elias