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Jeffrey Shepard Sohm

Morgan Stanley

Palm Beach, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-27
NY RA APPROVED 2021-06-16
FL RA APPROVED 2021-01-21
CT RA APPROVED 2019-02-07
  • TX RA
    APPROVED_RES
    Since 2023-07-27
  • NY RA
    APPROVED
    Since 2021-06-16
  • FL RA
    APPROVED
    Since 2021-01-21
  • CT RA
    APPROVED
    Since 2019-02-07

Branch Locations

450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Samlyn Capital Llc New York NY 03/2013 12/2017
Retired New York NY 12/2017 11/2018
Morgan Stanley Palm Beach FL 11/2018 Present
Morgan Stanley Private Bank, N.A. New York NY 02/2019 Present
  • 03/2013 → 12/2017
    Samlyn Capital Llc
    New York, NY
  • 12/2017 → 11/2018
    Retired
    New York, NY
  • 11/2018 → Present
    Palm Beach, FL
  • 02/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Other Businesses

*483441- Power of Attorney; Investment related -Yes; Vero Beach, Florida; Power of Attorney; Power of Attorney; 12/2019; During business hours: 0; After business hours: 1;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-07
S63 Uniform Securities Agent State Law Examination 1989-06-15
  • S66 Uniform Combined State Law Examination
    2019-02-07
  • S63 Uniform Securities Agent State Law Examination
    1989-06-15

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