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Jewell Graham

Morgan Stanley

Mequon, WI

Milwaukee, WI

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-20
WI RA APPROVED 2025-06-20
  • TX RA
    APPROVED
    Since 2025-06-20
  • WI RA
    APPROVED
    Since 2025-06-20

Branch Locations

11501 North Port Washington, Mequon, WI 53092 • United States

411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
North Shore Bank Brookfield WI 07/2014 07/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2023 02/2025
Northwestern Mutual Investment Services Llc Franklin WI 01/2024 02/2025
Morgan Stanley Milwaukee WI 02/2025 Present
  • 07/2014 → 07/2023
    North Shore Bank
    Brookfield, WI
  • 08/2023 → 02/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2024 → 02/2025
    Northwestern Mutual Investment Services Llc
    Franklin, WI
  • 02/2025 → Present
    Morgan Stanley
    Milwaukee, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
S63 Uniform Securities Agent State Law Examination 2024-06-29
  • S66 Uniform Combined State Law Examination
    2025-06-20
  • S63 Uniform Securities Agent State Law Examination
    2024-06-29

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REINHART PARTNERS, LLC
MADISON INVESTMENT ADVISORS, LLC

Other Investors

WAYNE SPENCER FRANK
MELINDA AGNES WACKER
Blake Jalovec
WILLIAM GERARD MORSE
JUDITH K SCHULTZ
MICHAEL ALAN KRAMER
DANIEL JAY AIKEN
ANDREW MICHAEL WIZIARDE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI
LPL FINANCIAL LLC · MEQUON, WI
CHARLES SCHWAB & CO., INC. · Mequon, WI
OSAIC WEALTH, INC. · MEQUON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Mequon, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI
MADISON INVESTMENT ADVISORS, LLC · MEQUON, WI

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