Best Investors Account Sign in

Jill Marie Matthews

Morgan Stanley

Palm Harbor, FL

CRD 2733859

Claim This Profile
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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-23
FL RA APPROVED 2013-04-09
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • FL RA
    APPROVED
    Since 2013-04-09

Branch Locations

4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • 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
Raymond James Financial Services Inc. Madison AL 02/2006 Present
Morgan Stanley Smith Barney Palm Harbor FL 01/2011 Present
  • 02/2006 → Present
    Raymond James Financial Services Inc.
    Madison, AL
  • 01/2011 → Present
    Morgan Stanley Smith Barney
    Palm Harbor, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-21
S63 Uniform Securities Agent State Law Examination 2006-10-06
  • S65 Uniform Investment Adviser Law Examination
    2013-03-21
  • S63 Uniform Securities Agent State Law Examination
    2006-10-06
Other Names
  • Jill Marie Russell
  • Jill Marie Russell

View on SEC IAPD

More in Palm Harbor, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor