Jeremiah M. Macnamara

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

• 06/2013 → 09/2016
  Jpmorgan Securities Llc
  Chicago, IL
• 09/2016 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 09/2016 → 12/2020
  Bank Of America, N.A.
  Chicago, IL
• 01/2021 → 08/2024
  Jpmorgan Chase Bank, N.A.
  Fort Worth, TX
• 01/2021 → 08/2024
  Jpmorgan Securities Llc
  Fort Worth, TX
• 06/2013 → 09/2016
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 08/2024 → 11/2024
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 09/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY
• 11/2024 → Present
  Morgan Stanley Smith Barney Llc
  Fort Worth, TX

Previous Registrations

• 2021-01-09 → 2024-08-13
  J.P. Morgan Securities Llc
  Fort Worth, TX
• 2016-12-19 → 2021-01-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2006-08-17 → 2006-09-20
  Ameriprise Financial Services, Llc
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-12-16

Other Names

• Jeremiah Matthew Macnamara
• Jeremiah M Macnamara
• Jeremiah M. Macnamara