Wenwen Jiang

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

• 12/2019 → Present
  Morgan Stanley
  New York, NY
• 03/2016 → 10/2019
  China Merchants Bank New York Branch
  New York, NY
• 07/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*389832 - Aphrodite Art Education LLC; Investment related - No; New York, NY; New York; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Sept 2018; During business hours: 1; After business hours: 3; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2020-03-07
• S65 Uniform Investment Adviser Law Examination
  2019-07-11