Lily Jesanis

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

• 05/2019 → 05/2021
  Joy Bar
  Glen Ellyn, IL
• 05/2022 → 07/2024
  Goodhue Boat Co
  Georges Mills, NH
• 05/2024 → 01/2025
  William Blair
  Chicago, IL
• 05/2015 → 05/2019
  Student
  Glen Ellyn, IL
• 10/2025 → 03/2026
  Ubs Financial Services, Inc
  Chicago, IL
• 05/2025 → 10/2025
  Unemployed
  Glen Ellyn, IL
• 02/2025 → 05/2025
  University Of San Diego
  San Diego, CA
• 05/2021 → 05/2022
  University Of San Diego
  San Diego, CA
• 04/2026 → Present
  Morgan Stanley
  Chicago, IL

Previous Registrations

• 2026-01-16 → 2026-03-30
  Ubs Financial Services Inc.
  Chicago, IL
  Chicago, IL
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-01-16