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Jennifer Cai

Morgan Stanley

Menlo Park, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-08
TX RA APPROVED 2022-11-08
  • CA RA
    APPROVED
    Since 2022-11-08
  • TX RA
    APPROVED
    Since 2022-11-08

Branch Locations

2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • 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
Rbc Capital Markets, Llc. San Francisco CA 05/2009 02/2019
Rbc Capital Markets, Llc. San Francisco MN 10/2019 09/2022
Wageworks, Inc. San Mateo CA 02/2019 10/2019
Morgan Stanley Menlo Park CA 10/2022 Present
  • 05/2009 → 02/2019
    Rbc Capital Markets, Llc.
    San Francisco, CA
  • 10/2019 → 09/2022
    Rbc Capital Markets, Llc.
    San Francisco, MN
  • 02/2019 → 10/2019
    Wageworks, Inc.
    San Mateo, CA
  • 10/2022 → Present
    Morgan Stanley
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-15
S63 Uniform Securities Agent State Law Examination 2001-08-05
  • S65 Uniform Investment Adviser Law Examination
    2022-10-15
  • S63 Uniform Securities Agent State Law Examination
    2001-08-05
Other Names
  • Jennifer Sun
  • Jennifer Sun
  • Jennifer Sun Cai

View on SEC IAPD

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Other Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA
MENLO EQUITIES · MENLO PARK, CA
MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
MORGAN STANLEY · Menlo Park, CA
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