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Jacqueline Harris

Morgan Stanley

San Francisco, CA

CRD 7825394

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-28
CA RA APPROVED 2024-01-29
  • TX RA
    APPROVED
    Since 2024-02-28
  • CA RA
    APPROVED
    Since 2024-01-29

Branch Locations

101 California Street 23Rd Floor, San Francisco, CA 94111 • 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
Morgan Stanley San Francisco CA 11/2023 Present
Alphasights San Francisco CA 09/2021 11/2023
Unemployed San Francisco CA 05/2021 09/2021
Lehigh University Bethlehem PA 08/2017 05/2021
Fedex Online CA 08/2020 11/2020
Envestnet / Yodlee Redwood City CA 07/2019 08/2019
The Plant San Francisco CA 05/2018 08/2018
Smitten San Francisco CA 04/2017 08/2017
Saint Ignatius College Prep San Francisco CA 08/2014 05/2017
Morgan Stanley Private Bank, N.A New York NY 02/2024 Present
  • 11/2023 → Present
    Morgan Stanley
    San Francisco, CA
  • 09/2021 → 11/2023
    Alphasights
    San Francisco, CA
  • 05/2021 → 09/2021
    Unemployed
    San Francisco, CA
  • 08/2017 → 05/2021
    Lehigh University
    Bethlehem, PA
  • 08/2020 → 11/2020
    Fedex
    Online, CA
  • 07/2019 → 08/2019
    Envestnet / Yodlee
    Redwood City, CA
  • 05/2018 → 08/2018
    The Plant
    San Francisco, CA
  • 04/2017 → 08/2017
    Smitten
    San Francisco, CA
  • 08/2014 → 05/2017
    Saint Ignatius College Prep
    San Francisco, CA
  • 02/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-29
  • S66 Uniform Combined State Law Examination
    2024-01-29

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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