James Franklin Yonally

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

• 07/2023 → Present
  Morgan Stanley
  New York, NY
• 02/2022 → 06/2023
  Ubs
  Chicago, IL
• 11/2020 → 02/2021
  Rdn, Inc
  Santa Barbara, CA
• 04/2020 → 09/2020
  Jane Resturant
  Santa Barbara, CA
• 09/2019 → 06/2023
  University Of Chicago
  Chicago, IL
• 09/2015 → 06/2019
  Providence High School
  Santa Barbara, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-09-06

Other Names

• James Franklin Yonally
• James F Yonally