Jeffrey Y Liang

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

• 09/2019 → 06/2020
  Axa Advisors, Llc
  San Francisco, CA
• 08/2018 → 09/2019
  Spatial Canvas
  San Francisco, CA
• 06/2017 → 09/2017
  Cirrus Asset Management
  Honolulu, HI
• 06/2016 → 09/2016
  Action Courier Express Llc
  Honolulu, HI
• 09/2015 → 06/2019
  Santa Clara University
  Santa Clara, CA
• 06/2020 → 02/2021
  Equitable Advisors, Llc
  San Francisco, CA
• 08/2021 → Present
  E*Trade Securities Llc
  San Francisco, CA
• 08/2021 → Present
  E*Trade Capital Management Llc
  San Francisco, CA
• 02/2021 → 08/2021
  Unemployed
  Kaneohe, HI
• 03/2023 → Present
  Morgan Stanley
  San Francisco, CA
• 09/2023 → Present
  Morgan Stanley
  San Francisco, CA
• 09/2023 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2021-08-26 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  San Francisco, CA
  San Francisco,, CA
• 2019-11-22 → 2021-02-08
  Equitable Advisors, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-11-18

Other Names

• Jeffrey Liang