William Gene Harper

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

• 07/2026 → Present
  Morgan Stanley
  Chicago, IL
• 06/2022 → 05/2026
  University Of Michigan - Ann Arbor
  Ann Arbor, MI
• 08/2018 → 06/2022
  Renaissance High School
  Detroit, MI
• 07/2024 → 08/2024
  J.P. Morgan Chase
  New York, NY
• 06/2025 → 08/2025
  J.P. Morgan Chase
  New York, NY
• 08/2015 → 07/2018
  Spain Elementary Middle School
  Detroit, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-01
• S63 Uniform Securities Agent State Law Examination
  2026-05-23

Other Names

• William G Harper