Jan Yvonne Miller

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  El Segundo, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1998-11-16 → 2009-06-01
  Citigroup Global Markets Inc.
  El Segundo, CA
  El Segundo, CA

Other Businesses

*433360 â?" Bay Club.; Investment related No; Redondo Beach, CA; HEALTH CLUB,; Employee (proprietor, partner, officer, director, employee, trustee, agent); April 2021; During business hours: 0; After business hours: 4; Water Aerobics Instructor.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-02
• S63 Uniform Securities Agent State Law Examination
  1998-09-18

Other Names

• Jan Yvonne Berrigan