About James Hallman
As a Senior Vice President, Senior Portfolio Manager and Financial Advisor with Morgan Stanley, Jim Hallman brings an extensive depth of industry knowledge and experience to a select group of wealthy individuals, organizations and foundations. For more than 30 years, he has helped his clients navigate through the maze of complex financial issues surrounding their specific circumstances and matched them with some of the very best investment resources available to help meet their financial needs.
Jim began his career in financial services with Merrill Lynch in 1990 and served as the Resident Director of Santa Barbara. He and his team joined Morgan Stanley in 2017. Jim graduated from the University of California, Santa Barbara, with a Bachelor of Arts degree in Business Economics, and an emphasis in finance and tax. He resides in Santa Barbara with his wife, Kelly.
Securities Agent: AZ, CO, CT, DE, FL, GA, HI, ID, IN, LA, MA, MD, ME, MI, MS, MT, NH, NJ, NM, NV, NY, OK, OR, PA, TX, UT, VI, WA, WY, CA, AL, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 95145
CA Insurance License #: 0A89807