Stefan Madjarov

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

• 08/2018 → 05/2025
  J.P. Morgan Chase Bank, N.A.
  San Francisco, CA
• 08/2018 → 08/2025
  J.P. Morgan Securities Llc
  San Francisco, CA
• 04/2015 → 11/2016
  J.P. Morgan
  Paris
• 11/2016 → 08/2018
  J.P. Morgan
  London
• 08/2025 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 08/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2023-08-17 → 2025-08-24
  J.P. Morgan Securities Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-16
• S63 Uniform Securities Agent State Law Examination
  2018-11-09

Designations

• Chartered Financial Analyst

Other Names

• Stefan Ivanov Madjarov