Jennifer A Schneidermann

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Walnut Creek, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2003-11-04 → 2009-06-01
  Citigroup Global Markets Inc.
  Walnut Creek, CA
  Walnut Creek, CA

Other Businesses

*475533 - Trust; Investment related- Yes; Alamo, California; 01/2022; During business hours: 3; After business hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-29
• S63 Uniform Securities Agent State Law Examination
  2003-09-25

Other Names

• Jennifer Anne Sanderson