Laura Marie Byars

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Atlanta, GA
• 11/2016 → 05/2017
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 07/2017 → 01/2023
  Jpmorgan Chase Bank Na
  Atlanta, GA
• 07/2017 → 01/2023
  Jpmorgan Securities Llc
  Atlanta, GA
• 05/2017 → 07/2017
  Unemployed
  Atlanta, GA
• 01/2023 → 10/2023
  Ameriprise Financial Services, Llc
  Atlanta, GA
• 11/2023 → Present
  Morgan Stanley
  Atlanta, GA

Previous Registrations

• 2023-01-18 → 2023-11-13
  Ameriprise Financial Services, Llc
  Atlanta, GA
• 2017-07-19 → 2023-01-08
  J.P. Morgan Securities Llc
  Atlanta, GA
  New York, NY
  New York, NY
  New York, NY
  Atlanta, GA
• 2008-01-01 → 2017-05-15
  Wells Fargo Clearing Services, Llc
  Ft. Lauderdale, FL
  Fort Lauderdale, FL
  Atlanta, GA
• 2006-10-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Ft. Lauderdale, FL
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2006-10-16

Other Names

• Laura Marie Ponteri
• Laura Marie Byars
• Laura Marie Allem
• Laura M Byars
• Laura Marie Cohen