John Chamberlain Reed

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

• 04/2007 → Present
  Morgan Stanley
  Houston, TX
• 06/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Houston, TX
• 1994-12-22 → 2007-04-02
  Morgan Stanley Dw Inc.
  Houston, TX
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-16
• S63 Uniform Securities Agent State Law Examination
  1994-12-21

Other Names

• Shawn Reed
• John Chamberlain Reed
• John Chamberlai Reed Iv
• John Chamberlai Reed
• John Chamberlai Reed Iv