James Clifford Walker

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

• 11/2013 → Present
  Morgan Stanley
  Nashville, TN
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*510344 - Trust; Investment related: Yes; Franklin, Tennessee; Trust; Trustee/Co-Trustee; 01/2022; During business hours: 8; After business hours: 0; *482270 - Estate; Investment related: Yes; Franklin, Tennessee; Estate; Executor/Co-executor; 01/2022; During business hours: 8; After business hours: 0; *482258 - Trust; Investment related: Yes; Franklin, Tennessee; Trustee/Co-Trustee; Trust (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 8; After business hours: 0; *578777 - Twin Hills Family Partnership; Investment related-Yes; Franklin, Tennessee; Investment/Finance/Banking, Lending; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 1; After business hours: 1; Administrative, Check Signing/Funds Disbursements

Exams

• S66 Uniform Combined State Law Examination
  2014-01-30

Other Names

• J Cliff Walker