James T Hartnett

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

• 01/2013 → 01/2020
  Allianz Global Investors U.S. Llc
  New York, NY
• 08/2013 → 01/2020
  Allianz Global Investors Distributors Llc
  New York, NY
• 11/2018 → 01/2020
  Allianz Global Investors U.S. Holdings Llc
  New York, NY
• 12/2021 → Present
  Morgan Stanley
  New York, NY
• 03/2020 → 11/2021
  Unemployed
  New York, NY

Previous Registrations

• 2007-01-08 → 2007-08-17
  Allianz Global Investors Managed Accounts Llc
  Stamford, CT

Exams

• S66 Uniform Combined State Law Examination
  2007-01-04

Designations

• Chartered Financial Analyst

Other Names

• Jamie Hartnett
• James Timothy Hartnett