Jawad Samir Billan

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

• 10/2012 → 02/2019
  Bank Of America, N.A.
  New York, NY
• 02/2019 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 02/2022 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2019-05-21 → 2022-02-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
• 2011-10-04 → 2012-02-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

*524576 - you.trend inc.; Investment related - No; Astoria, New York; Technology, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 50, Administrative, Business Development/Growth, Check Signing/Funds Disbursements, Customer Service, Fundraising, Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2019-05-20
• S65 Uniform Investment Adviser Law Examination
  2011-09-29
• S63 Uniform Securities Agent State Law Examination
  2010-06-17

Other Names

• Jawad S. Billan
• Jawad S Billan
• Gawad S. Billan
• Jawad Billan