Jill E Merritt

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

• 04/2024 → Present
  Morgan Stanley
  Oak Brook, IL
• 12/2012 → 01/2020
  Home Maker
  Oak Brook, IL
• 01/2020 → Present
  Shred415
  Hinsdale, IL
• 08/2022 → 06/2023
  Elmhurst School District 205 Jefferson Elementary
  Elmhurst, IL

Other Businesses

*593594 - Shred415; Investment Related - No; Hinsdale, Illinois; Recreation; Employee(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2020; During Business Hours: 0; After Business Hours: 8; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2024-12-19

Other Names

• Jill Elizabeth Miles