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Jeffery C Stewart

Morgan Stanley

Ocala, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-01-11
TX RA APPROVED 2021-01-08
  • FL RA
    APPROVED
    Since 2021-01-11
  • TX RA
    APPROVED
    Since 2021-01-08

Branch Locations

2303 South East 17Th Street Suite 100, Ocala, FL 34471 • 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
Stifel, Nicolaus & Company, Incorporated Ocala FL 08/2009 01/2021
Morgan Stanley Smith Barney Llc Ocala FL 01/2021 Present
Morgan Stanley Private Bank, N.A New York NY 02/2021 Present
  • 08/2009 → 01/2021
    Stifel, Nicolaus & Company, Incorporated
    Ocala, FL
  • 01/2021 → Present
    Morgan Stanley Smith Barney Llc
    Ocala, FL
  • 02/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-26
S63 Uniform Securities Agent State Law Examination 2001-05-17
  • S66 Uniform Combined State Law Examination
    2006-06-26
  • S63 Uniform Securities Agent State Law Examination
    2001-05-17
Other Names
  • Jeffery Charles Stewart
  • Jeffery C Stewart
  • Jeffery Stewart

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ocala, FL
OSAIC WEALTH, INC. · Ocala, FL
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ocala, FL
EQUITABLE ADVISORS, LLC · OCALA, FL
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