James E Stygles

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

• 09/2019 → 07/2021
  Nylife Securities Llc
  San Francisco, CA
• 02/2018 → 07/2021
  New York Life Insurance Co.
  San Francisco, CA
• 01/2017 → 03/2018
  Synergy Fitness
  San Francisco, CA
• 08/2011 → 12/2016
  Crunch Fitness
  San Francisco, CA
• 09/2021 → 07/2025
  Morgan Stanley
  South Jordan, UT
• 07/2025 → Present
  Morgan Stanley
  Oakbrook, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-02-28

Other Names

• James Edward Stygles