Adviser and broker representative · Morgan Stanley
Jill C. Rottman
CRD 4425457 · Deerfield, IL
At a glance
Jill C. Rottman is an investment adviser representative with Morgan Stanley in Deerfield, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jill’s SEC record dates to 2008, about 18 years ago. Jill is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince July 2025Deerfield, IL · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jill’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.