Braxton Lance Shoemaker

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

• 03/2021 → 03/2023
  Enerbank Usa / Regions Financial
  Provo, UT
• 08/2020 → 03/2021
  Uwork
  Woodland Hills, UT
• 05/2020 → 07/2020
  A-Team
  South Jordan, UT
• 08/2018 → 03/2020
  The Church Of Jesus Christ Of Latter Day Saints
  Montevideo
• 08/2015 → 08/2018
  Bingham High School
  South Jordan, UT
• 05/2023 → 12/2023
  Fidelity Investments
  American Fork, UT
• 09/2020 → 05/2023
  Brigham Young University
  Provo, UT
• 01/2024 → Present
  Morgan Stanley
  Salt Lake City, UT
• 05/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-04-11
• S63 Uniform Securities Agent State Law Examination
  2023-08-16

Other Names

• Braxton Lance Shoemaker
• Braxton Shoemaker