Yahaira Felix

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

• 09/2015 → 02/2018
  Fifth Third Bank
  Orland Park, IL
• 10/2015 → 02/2018
  Fifth Third Securities, Inc.
  Orland Park, IL
• 02/2018 → 02/2025
  J.P. Morgan Securities Llc
  Evanston, IL
• 02/2018 → 02/2025
  J.P.MOrgan Chase Bank, N.A.
  Evanston, IL
• 02/2015 → 01/2025
  Luella Llc
  Chicago, IL
• 01/2017 → 01/2017
  Uber
  Chicago, IL
• 03/2016 → 12/2016
  Depaul University
  Chicago, IL
• 02/2025 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 05/2025 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2018-04-11 → 2025-03-11
  J.P. Morgan Securities Llc
  Evanston, IL
  Chicago, IL
• 2015-11-04 → 2018-03-30
  Fifth Third Securities, Inc.
  Orland Park, IL
• 2012-10-01 → 2015-04-16
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Highland, IN
  Dyer, IN
  Chicago, IL
• 2011-10-25 → 2012-10-01
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

*671365 - Illinois Hispanic Chamber of Commerce; Investment Related - No; chicago, Illinois; Non-profit chamber of commerce; Board Member, Finance Committee, Other Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 2; After Business Hours 2; Business Development/Growth *673432 - TBD; Investment related: Yes; Chicago, Illinois; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 8; Business Development/Growth:Property Management:Other - Buying and selling real estate *673435 - Governors state university; Investment related: No; university park, Illinois; Education; Board Member:Advisory Board:Finance Committee, Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 1; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2011-10-21
• S63 Uniform Securities Agent State Law Examination
  2009-05-13

Other Names

• Yahaira Leal
• Yahaira Felix-Reyes
• Yahaira Felix-Reyes
• Yahaira Prince