Jonathan Gilliam

Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities.

Momentum Factor LLC operates as a digital marketing and risk management firm. It specializes in online compliance monitoring and global online management services and technologies. The firm's services include field watch compliance platform, compliance training system and unauthorized seller environment. The company was founded in 2009 by Jonathan Walker Gilliam and is headquartered in Austin, TX.