Joshua Walden Helfand

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

• 08/2022 → 11/2024
  Lincoln Financial Advisors
  Hunt Valley, MD
• 01/2022 → 04/2022
  Melting Pot
  Towson, MD
• 12/2020 → 01/2021
  Dominoes
  Frederick, MD
• 06/2021 → 08/2021
  Pistarros
  Frederick, MD
• 04/2018 → 04/2019
  Family Meal
  Frederick, MD
• 07/2016 → 05/2017
  Texas Roadhouse
  Frederick, MD
• 06/2017 → 03/2018
  Unemployed
  Frederick, MD
• 02/2021 → 05/2021
  Unemployed
  Frederick, MD
• 05/2019 → 11/2020
  Unemployed
  Frederick, MD
• 09/2021 → 12/2021
  Unemployed
  Frederick, MD
• 05/2022 → 07/2022
  Unemployed
  Frederick, MD
• 12/2024 → Present
  Morgan Stanley
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2025-01-10

Other Names

• Joshua Helfand