Jeffrey R. Goldsmith

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-05-30
CO	RA	APPROVED	2017-02-03
NJ	RA	APPROVED	2009-06-01
TX	RA	APPROVED	2009-06-01

MI RA
APPROVED

Since 2025-05-30
CO RA
APPROVED

Since 2017-02-03
NJ RA
APPROVED

Since 2009-06-01
TX RA
APPROVED

Since 2009-06-01

Branch Locations

Mack Center Iv, South 61, Paramus Road, Paramus, NJ 07652 • United States

101 West Big Beaver Road Suite 1200, Troy, MI 48084 • United States

Edwards, CO • 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

Organization	City	State	From	To
Morgan Stanley	Paramus	NJ	06/2009	Present
Morgan Stanley Private Bank, N.A.	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley

Paramus, NJ
01/2015 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2008-12-05 → 2009-06-01

Morgan Stanley & Co. Llc

Ridgewood, NJ
2003-05-09 → 2008-12-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Paramus, NJ

Paramus, NJ
2002-04-05 → 2003-06-03

Ubs Financial Services Inc.

Hackensack, NJ

Other Businesses

(1).Vail Resorts; Investment related: No; Vail, CO; Guest Services; Mountain Ambassador- Mountain Information (proprietor, partner, officer, director, employee, trustee, agent); Nov 2018; During business hours: 8; After business hours: 0;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-12-21

S66 Uniform Combined State Law Examination

2000-12-21

Other Names

Jeffrey Goldsmith
Jeffrey R. Goldsmith

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