Joseph R Pakovits

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

• 09/2004 → 03/2021
  Northern Trust
  Chicago, IL
• 10/2021 → 12/2022
  Pride Technologies Of New York
  New York, NY
• 04/2021 → 09/2021
  Unemployed
  La Grange, IL
• 01/2023 → 05/2023
  Unemployed
  La Grange, IL
• 06/2023 → 04/2025
  J.P. Morgan Securities Llc
  Elmhurst, IL
• 06/2023 → 04/2025
  Jpmorgan Chase Bank, N.A.
  Elmhurst, IL
• 04/2025 → Present
  Morgan Stanley
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-07-19
• S66 Uniform Combined State Law Examination
  2023-05-05

Other Names

• Joseph Robert Pakovits