Jocelyn T Pham

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

• 04/2019 → 07/2020
  The Crab Station & Oyster Bar
  Fort Worth, TX
• 07/2020 → 05/2022
  The Crab Station & Oyster Bar
  The Colony, TX
• 05/2021 → 05/2022
  The Crab Station & Oyster Bar
  Fort Worth, TX
• 05/2022 → 06/2022
  Gen Korean Bbq
  Carrollton, TX
• 06/2022 → 07/2022
  Niwa Japanese Bbq
  Dallas, TX
• 07/2022 → 03/2025
  Onesan Dimsum & Sushi
  Dallas, TX
• 07/2015 → 04/2019
  N/A
  Fort Worth, TX
• 03/2025 → Present
  Morgan Stanley
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-11-17

Other Names

• Trang T Pham