Jody Lynn Reinoehl

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Morgan Stanley Smith Barney Llc
  Terre Haute, IN
• 09/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-19 → 2015-07-16
  Ipi Wealth Management, Inc.
  Decatur, IL
  Terre Haute, IN

Other Businesses

1.REAL ESTATE INVESTMENT PROPERTY; PROPERTY OWNER; AS OF 09/2015; DURING BUSINESS HOURS 0; OUTSIDE OF BUSINESS HOURS 20; PROPERTY OWNER 2.Rental Property; Terre Haute, IN; Rental; Investment related; Sole Proprietor / Owner / Partner; 09/2015; During business hours: 0; After business hours: 5 3.Altrusa International of Terre Haute; Investment related - No; Terre Haute, IN; Charity / Private Foundation; Board member (proprietor, partner, officer, director, employee, trustee, agent); 05/2012; During business hours: 0; After business hours: 10 *568907 - Common Ground Yoga; Investment related-No; Terre Haute, Indiana; Hospital/Healthcare; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 4; Yoga Instructor

Exams

• S66 Uniform Combined State Law Examination
  2007-04-18
• S63 Uniform Securities Agent State Law Examination
  2001-01-10

Other Names

• Jody Lynn Banker