Mikhail Jared Hess

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

• 11/2007 → Present
  Morgan Stanley & Co., Incorporated
  Sherman Oaks, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Sherman Oaks, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-01-17 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 2006-09-06 → 2007-11-26
  Ameriprise Financial Services, Llc
  San Francisco, CA

Other Businesses

* 396284 - Self- Rental Property; Investment related Yes; Sherman Oaks, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); April 2020; During business hours: 0; After business hours: 5; Property Management *627533 - Valleyheat Pace LLC; Investment related: Yes; Los Angles, California; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 11/2012; During business hours: 0; After business hours: 0; My wife and I are passive investors - we hired a property management company to manage the property

Exams

• S66 Uniform Combined State Law Examination
  2006-09-05

Other Names

• Mike Jared Hess