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Jill A Kern

Morgan Stanley

Beachwood, OH

Rancho Santa Fe, CA

CRD 7593155

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-06
OH RA APPROVED 2023-05-19
CA RA APPROVED 2022-09-23
  • TX RA
    APPROVED
    Since 2023-07-06
  • OH RA
    APPROVED
    Since 2023-05-19
  • CA RA
    APPROVED
    Since 2022-09-23

Branch Locations

Beachwood, OH • United States

6037 La Flecha Suite 200, Rancho Santa Fe, CA 92067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Santa Fe CA 07/2022 Present
Lifetime Fitness Columbus OH 11/2021 06/2022
Lifetime Fitness Dublin OH 05/2021 11/2021
Cheryl's Cookies Columbus OH 06/2020 02/2021
N/A Columbus OH 08/2018 06/2020
N/A Mentor OH 07/2012 08/2018
Morgan Stanley Private Bank, N.A New York NY 08/2022 Present
  • 07/2022 → Present
    Morgan Stanley
    Santa Fe, CA
  • 11/2021 → 06/2022
    Lifetime Fitness
    Columbus, OH
  • 05/2021 → 11/2021
    Lifetime Fitness
    Dublin, OH
  • 06/2020 → 02/2021
    Cheryl's Cookies
    Columbus, OH
  • 08/2018 → 06/2020
    N/A
    Columbus, OH
  • 07/2012 → 08/2018
    N/A
    Mentor, OH
  • 08/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-23
  • S66 Uniform Combined State Law Examination
    2022-09-23

View on SEC IAPD

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