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Jeffrey Kenneth Merten

Morgan Stanley

Newtown Square, PA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-08
PA RA APPROVED 2019-04-09
DE RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • PA RA
    APPROVED
    Since 2019-04-09
  • DE RA
    APPROVED
    Since 2009-06-01

Branch Locations

3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • 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
Morgan Stanley Newtown Square PA 06/2009 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-16
  • S66 Uniform Combined State Law Examination
    2002-10-16

View on SEC IAPD

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LYNCH INVESTMENT PLANNING, LLC · NEWTOWN SQUARE, PA
MML INVESTORS SERVICES, LLC · NEWTOWN SQUARE, PA
MML INVESTORS SERVICES, LLC · Newtown Square, PA
PRIVATE ADVISOR GROUP, LLC · Newtown Square, PA
CETERA INVESTMENT ADVISERS LLC · NEWTOWN SQUARE, PA
GWN SECURITIES INC. · NEWTOWN SQUARE, PA

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