Jennifer Flanagan Gallagher

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

• 06/2010 → Present
  Self-Employed
  Orland Park, IL
• 12/2012 → 06/2025
  William Blair & Company
  Chicago, IL
• 06/2025 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL

Previous Registrations

• 2013-11-18 → 2025-07-15
  William Blair
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Palos Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2013-11-15
• S63 Uniform Securities Agent State Law Examination
  1995-11-10

Other Names

• Jennifer Claire Flanagan
• Jennifer F. Gallagher
• Jennifer Gallagher