Drew Koeller

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

• 05/2013 → 09/2016
  Jpmorgan Chase Bank, N.A.
  Columbus, OH
• 09/2016 → 03/2021
  The Huntington Investment Company
  Columbus, OH
• 03/2021 → 07/2022
  Charles Schwab & Co., Inc.
  Westlake, TX
• 03/2021 → 06/2022
  Charles Schwab Bank, Ssb
  Westlake, TX
• 05/2015 → 09/2016
  J.P. Morgan Securities Llc
  Columbus, OH
• 10/2016 → 03/2021
  The Huntington Investment Company
  Columbus, OH
• 07/2022 → 02/2026
  Jpmorgan Chase Bank, N.A.
  Westerville, OH
• 07/2022 → 02/2026
  J.P. Morgan Securities Llc
  Westerville, OH
• 02/2026 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2022-09-02 → 2024-05-02
  J.P. Morgan Securities Llc
  Westerville, OH
  Columbus, OH
  Westerville, OH
  Westerville, OH
  Sunbury, OH
  Columbus, OH
• 2021-04-15 → 2022-07-29
  Charles Schwab & Co., Inc.
  Westlake, TX
  Lone Tree, CO
• 2016-10-12 → 2021-03-30
  The Huntington Investment Company
  Columbus, OH
  Columbus, OH
  Columbus, OH
• 2015-08-05 → 2016-10-05
  J.P. Morgan Securities Llc
  Fort Myers, FL
  Fort Myers, FL
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2015-07-30

Other Names

• Drew D Koeller
• Drew Koeller
• Drew David Koeller