Isabella Ji

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
  Purchase, NY
• 07/2016 → 06/2018
  William R. Satz Middle School
  Holmdel, NJ
• 09/2018 → 06/2022
  Communications High School
  Wall Township, NJ
• 09/2022 → 12/2025
  New York University
  New York, NY
• 05/2024 → 12/2024
  Morgan Stanley
  Greenwich, CT
• 06/2025 → 08/2025
  Morgan Stanley
  New York, NY
• 02/2026 → 05/2026
  Dl1961
  New York, NY
• 07/2018 → 08/2018
  Communications High School
  Wall Township, NJ
• 07/2020 → 08/2022
  Billabong Nj
  Shrewsbury, NJ

Other Businesses

*596350- Solid & Striped; Investment related: No; 7E; New York; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 16; Customer Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-10
• S63 Uniform Securities Agent State Law Examination
  2026-07-28

Other Names

• Isabella Ji
• Isabella D Ji