Amaka Nwankwo

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

• 08/2023 → 10/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 08/2022 → 09/2023
  First Republic Investment Management, Inc
  San Francisco, CA
• 09/2018 → 06/2022
  Santa Clara University
  Santa Clara, CA
• 08/2013 → 06/2018
  Middle School, High School
  Los Angeles, CA
• 09/2023 → 01/2025
  J.P. Morgan Securities Llc
  San Francisco, CA
• 10/2023 → 01/2025
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA
• 02/2025 → Present
  Morgan Stanley
  San Francisco, CA

Other Businesses

*627535 - Webnovel; Investment related: No; California; Art/Culture; Contributor (proprietor, partner, officer, director, employee, trustee, agent); 03/2020; During business hours: 0; After business hours: 4; I write a fantasy series on Webnovel and update weekly or every two weeks.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-24

Other Names

• Amaka Adaora Nwankwo