Jill D Schildkraut-Katz

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

• 04/2010 → 03/2017
  J.P. Morgan Securities Inc.
  New York, NY
• 03/2010 → 03/2017
  Jpmorgan Chase Bank
  New York, NY
• 03/2017 → Present
  Morgan Stanley
  New York, NY
• 04/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*665687- Worcester Polytechnic Institute (WPI) - WPI Business School's C-Suite Advisory; Investment related-No; Worcester, Massachusetts; Education; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent); 11/2025;; During business hours: 0; After business hours: 1; WPI Business School's C-Suite Advisory Group.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-22

Other Names

• Jill D Schildkraut
• Jill Deborah Schildkraut
• Jill Deborah Schildkraut Katz
• Jill Deborah Schildraut-Katz
• Jill Deborah Schildkraut-Katz.
• Jill D Schildkraut-Katz
• Jill Deborah Schildkraut-Katz