David Jesus Olivo Jimenez

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

• 09/2022 → 12/2023
  J.P. Morgan Securities Llc
  Bronx, NY
• 10/2018 → 12/2023
  Jpmorgan Chase Bank, N.A.
  Bronx, NY
• 12/2021 → 06/2022
  Hampton Inn And Suites
  Yonkers, NY
• 06/2017 → 09/2017
  Hollister & Co.
  New York, NY
• 11/2017 → 04/2018
  Alfred State
  Alfred, NY
• 08/2016 → 05/2017
  Unemployed
  Bronx, NY
• 10/2017 → 10/2017
  Unemployed
  Bronx, NY
• 05/2018 → 09/2018
  Unemployed
  Bronx, NY
• 01/2024 → Present
  Morgan Stanley
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-07-23
• S63 Uniform Securities Agent State Law Examination
  2023-01-20

Other Names

• David Jesus Olivo Jimenez
• David Olivo
• David Jesus Olivo