Jacklyn Adrianna Diaz

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

• 06/2026 → Present
  Morgan Stanley
  Gilbert, AZ
• 06/2026 → Present
  Bluestar Resort & Golf
  Sun Lakes, AZ
• 11/2021 → 01/2026
  Bluestar Resort & Golf
  Sun Lakes, AZ
• 05/2025 → 05/2026
  The University Of Alabama
  Tuscaloosa, AL
• 02/2024 → 05/2024
  The University Of Alabama
  Tuscaloosa, AL
• 06/2024 → 08/2024
  Charles Schwab
  Phoenix, AZ
• 02/2021 → 07/2021
  Panera Bread Co.
  Chandler, AZ
• 07/2018 → 05/2022
  Arizona College Preparatory High School
  Chandler, AZ
• 07/2016 → 05/2018
  Arizona College Preparatory
  Chandler, AZ

Other Businesses

*698920 - BlueStar Resort & Golf; Investment related: No; Sun Lakes; Arizona; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent) 11/2021 ; During business hours: 0; After business hours: 40 ; Customer Service, Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2026-08-13

Other Names

• Jacklyn Adrianna Diaz
• Jacklyn A Diaz