J Bryan Reece

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Fort Worth, TX

Previous Registrations

• 1998-02-12 → 2009-06-01
  Citigroup Global Markets Inc.
  Southlake, TX
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-23
• S63 Uniform Securities Agent State Law Examination
  1996-02-14

Other Names

• J Bryan Reece
• James B Reece
• James Bryan Reece
• J.BRyan Bryan Reece
• J.BRyan Reece
• Bryan Reece