Jillian Louise Nicholson

CRD 6978865

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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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED	2020-04-01
CT	RA	APPROVED	2019-02-25

NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED

Since 2020-04-01
CT RA
APPROVED

Since 2019-02-25

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Loyola Univeristy Maryland	Baltimore	MD	09/2014	05/2018
Morgan Stanley	New York	NY	06/2018	Present

09/2014 → 05/2018

Loyola Univeristy Maryland

Baltimore, MD
06/2018 → Present

Morgan Stanley

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-24

S66 Uniform Combined State Law Examination

2019-02-24

Other Names

Jillian Louise Caristo

View on SEC IAPD

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