John R Wilson

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

• 08/2020 → Present
  Morgan Stanley
  New York, NY
• 06/2019 → 08/2019
  Morgan Stanley
  New York City, NY
• 06/2018 → 08/2018
  Westwood Wealth Management
  Los Angeles, CA
• 06/2017 → 08/2017
  B. Riley & Co
  Los Angeles, CA
• 08/2015 → 12/2016
  Huntington Life Magazine
  Los Angeles, CA
• 09/2016 → 05/2020
  Brown University
  Providence, RI
• 03/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-17
• S63 Uniform Securities Agent State Law Examination
  2020-09-04

Other Names

• Jack Wilson