Jalisa Yolanda Beckwith

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

• 12/2015 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 04/2020 → 10/2022
  Bank Of America, N.A.
  Hunt Valley, MD
• 10/2022 → 04/2024
  Morgan Stanley
  Baltimore, MD
• 04/2024 → 10/2025
  T. Rowe Price
  Baltimore, MD
• 11/2025 → Present
  Morgan Stanley
  Baltimore, MD
• 03/2025 → 07/2025
  Senior Helpers
  Lutherville, MD

Previous Registrations

• 2024-05-07 → 2025-11-14
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
  Owings Mills, MD
• 2022-11-14 → 2024-04-24
  Morgan Stanley
  Baltimore, MD
• 2020-02-11 → 2022-10-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Hunt Valley, MD
  Hunt Valley, MD

Exams

• S66 Uniform Combined State Law Examination
  2020-02-10

Other Names

• Jalisa Wright
• Jalisa Beckwith
• Jalisa Yolanda Wright