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Jill R Fulmer

Morgan Stanley

Prescott, AZ

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2017-08-01
  • AZ RA
    APPROVED
    Since 2017-08-01

Branch Locations

118 E. Carleton Street, Prescott, AZ 86303 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc La Jolla CA 12/2015 07/2017
Morgan Stanley Smith Barney Llc San Diego CA 12/2015 07/2017
Morgan Stanley Prescott AZ 07/2017 Present
Morgan Stanley Phoenix AZ 07/2017 01/2020
  • 12/2015 → 07/2017
    Morgan Stanley Smith Barney Llc
    La Jolla, CA
  • 12/2015 → 07/2017
    Morgan Stanley Smith Barney Llc
    San Diego, CA
  • 07/2017 → Present
    Morgan Stanley
    Prescott, AZ
  • 07/2017 → 01/2020
    Morgan Stanley
    Phoenix, AZ
Previous Registrations
  • 2014-07-01 → 2015-12-24
    Lpl Financial Llc
    San Diego, CA
  • 2013-08-08 → 2014-06-11
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Diego, CA
    San Diego, CA
    La Jolla, CA
  • 2012-10-01 → 2013-07-23
    J.P. Morgan Securities Llc
    San Diego, CA
    Del Mar, CA
  • 2009-06-01 → 2012-10-05
    Morgan Stanley
    Scottsdale, AZ
    Scottsdale, AZ
  • 2012-09-20 → 2012-10-01
    Chase Investment Services Corp.
    San Diego, CA
  • 2008-09-15 → 2009-06-01
    Morgan Stanley & Co. Llc
    Scottsdale, AZ
  • 2008-06-18 → 2008-10-17
    Ubs Financial Services Inc.
    Scottsdale, AZ
  • 2005-10-31 → 2008-05-28
    Osaic Services, Inc.
    Phoenix, AZ
    Scottsdale, AZ
    Phoenix, AZ
  • 2004-06-25 → 2005-10-31
    Sunamerica Securities, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-04-08
S63 Uniform Securities Agent State Law Examination 1994-06-02
  • S65 Uniform Investment Adviser Law Examination
    1997-04-08
  • S63 Uniform Securities Agent State Law Examination
    1994-06-02
Other Names
  • Jill Rae Fulmer

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · PRESCOTT, AZ
AMERIPRISE FINANCIAL SERVICES, LLC · Prescott, AZ
WRIGHT WEALTH MANAGEMENT GROUP · PRESCOTT, AZ
THE MONEY AND VALUES GROUP · PRESCOTT, AZ
LPL FINANCIAL LLC · PRESCOTT, AZ
PURE FINANCIAL ADVISORS, LLC · Prescott, AZ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Prescott, AZ
J. W. COLE ADVISORS, INC. · PRESCOTT, AZ

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