Jenny Yu

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

• 04/2022 → 06/2023
  New York Life
  New York, NY
• 09/2017 → 12/2021
  New York University
  New York City, NY
• 09/2015 → 09/2017
  United Nations International School
  New York City, NY
• 12/2021 → 04/2022
  Extended Travel
  San Francisco, CA
• 12/2022 → 06/2023
  Nylife Securities Llc
  New York, NY
• 06/2023 → Present
  Morgan Stanley
  New York, NY
• 06/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*569512- creative artworks and painting at home; Investment related -No; New York, New York; Art/Culture; Artist (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 5; hobby is doing creative artworks and painting at home *663105 - The Legacy Nexus Foundation; Investment Related - No; New York City, New York; Art/Culture:Health and Welfare:Humanitarian; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2025; During Business Hours: 0; After Business Hours: 10; Marketing, Labor/Service

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-10
• S65 Uniform Investment Adviser Law Examination
  2023-06-09