Knetia J Herrera

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

• 06/2018 → 12/2020
  J.P. Morgan Securities Llc
  Brooklyn, NY
• 09/2017 → 10/2018
  Jpmorgan Chase Bank, N.A.
  Brooklyn, NY
• 03/2017 → 08/2017
  Capital One Bank
  Brooklyn, NY
• 04/2016 → 02/2017
  Capital One Bank
  Brooklyn, NY
• 08/2019 → 12/2020
  Jp Morgan Chase Bank, N.A.
  Brooklyn, NY
• 01/2021 → 05/2025
  Morgan Stanley
  Short Hills, NJ
• 01/2021 → 05/2025
  Morgan Stanley Private Bank, N.A.
  Short Hills, NJ
• 06/2025 → Present
  Morgan Stanley
  Short Hills, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-04-18
• S63 Uniform Securities Agent State Law Examination
  2018-09-06

Other Names

• Knetia Juanita Dixon
• Knetia Herrera
• Knetia J Herrera
• Knetia Juanita Herrera
• Knetia J. Herrera