Lina Maria Alanis

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

• 04/2018 → 06/2020
  J.P. Morgan Securities Llc
  Houston, TX
• 10/2016 → 04/2018
  Unemployed
  Missouri City, TX
• 08/2020 → Present
  Morgan Stanley
  Houston, TX
• 06/2020 → 08/2020
  Unemployed
  Houston, TX
• 03/2015 → 10/2016
  J.P. Morgan Securities Llc
  Sugar Land, TX

Previous Registrations

• 2018-05-04 → 2020-06-22
  J.P. Morgan Securities Llc
  Houston, TX
• 2015-07-15 → 2016-11-08
  J.P. Morgan Securities Llc
  Missouri City, TX
  Sugarland, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-07-08
• S63 Uniform Securities Agent State Law Examination
  2011-08-22

Other Names

• Lina Maria Alanis
• Lina M Lopez
• Lina M Alanis