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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

JILL S LOVEREN

Advisor at MORGAN STANLEY

Manchester, NH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 17, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jun 3, 2000
First registration: Dec 17, 2002
Dual registered: yes, broker-dealer
Other names: JILL SUSAN SMITH|JILL LOVEREN
IAPD individual key: 3135213

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Dec 12, 2012	n/a	yes	Manchester, NH	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 18, 2008	Dec 20, 2012	no	CONCORD, NH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 19, 2004	Dec 3, 2008	no	BOSTON, MA\|CONCORD, NH\|CONCORD, NH	Previous registration
MORGAN STANLEY DW INC.	n/a	Dec 17, 2002	Mar 19, 2003	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY	Dec 20, 2012	Dec 12, 2012	-8	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	Dec 3, 2008	Dec 18, 2008	15	Firm change	Wirehouse to wirehouse
MORGAN STANLEY DW INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 19, 2003	Aug 19, 2004	519	Firm change after gap	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Dec 12, 2012 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 18, 2008 to Dec 20, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 19, 2004 to Dec 3, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Dec 17, 2002 to Mar 19, 2003factForm ADV

Dated events

No dated event names this entity yet.