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2. Edward Jones Investments - Wikipedia

   en.wikipedia.org/wiki/Edward_Jones_Investments

   Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations [7] and 19,000 financial advisors. [8] The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business ...

3. Thomas Lee (analyst) - Wikipedia

   en.wikipedia.org/wiki/Thomas_Lee_(analyst)

   In 2014, Lee left J.P Morgan to start his own research boutique advisory firm, Fundstrat Global Advisors. [4] [5] Lee currently serves as the Head of Research for Fundstrat Global Advisors and is an advisor to NewEdge Wealth, a CT-based wealth management firm. [6] Lee also sits on the board of directors of the New York Asian Film Festival. [7]

4. Centerview Partners - Wikipedia

   en.wikipedia.org/wiki/Centerview_Partners

   Centerview was founded in July 2006 and is currently led by, Blair Effron, former Vice Chairman of UBS AG, and Robert Pruzan, former CEO of Dresdner Kleinwort Wasserstein North America and President of Wasserstein Perella & Co. [4] [5] Additional Centerview co-founders included Stephen Crawford, former co-president at Morgan Stanley, and Adam Chinn, former partner at Wachtell Lipton. [6]

5. Citigroup - Wikipedia

   en.wikipedia.org/wiki/Citigroup

   On January 13, 2009, Citi announced the merger of Smith Barney with Morgan Stanley Wealth Management. Citi received $2.7 billion and a 49% interest in the joint venture. [83] [84] [85] In June 2013, Citi sold its remaining 49% stake in Smith Barney to Morgan Stanley Wealth Management for $13.5 billion following an appraisal by Perella Weinberg.

6. E-Trade - Wikipedia

   en.wikipedia.org/wiki/E-Trade

   E-Trade Financial Center, San Francisco. E*TRADE from Morgan Stanley, [2] a subsidiary of Morgan Stanley, offers an electronic trading platform to trade financial assets.

7. Ruth Porat - Wikipedia

   en.wikipedia.org/wiki/Ruth_Porat

   Porat began her career at Morgan Stanley in 1987 and left in 1993 to follow Morgan Stanley president Robert F. Greenhill to Smith Barney [18] and returned to Morgan Stanley in 1996. Before becoming CFO, she served as vice chairman of investment banking from September 2003 to December 2009 and the global head of the Financial Institutions Group ...