Joshua Matthew Eslick

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

• 09/2017 → 12/2020
  Td Ameritrade
  Southlake, TX
• 10/2016 → 09/2017
  Verizon Wireless
  Arlington, TX
• 08/2015 → 10/2016
  Marriott/Fairfield Inn & Suites
  Weatherford, TX
• 01/2013 → 10/2016
  4J Business Solutions Llc
  Daytona Beach, FL
• 11/2020 → 04/2022
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2019 → 12/2020
  Td Ameritrade Clearing, Inc.
  Southlake, TX
• 04/2022 → Present
  Morgan Stanley
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-19
• S63 Uniform Securities Agent State Law Examination
  2017-10-30