Jeanine M Churchwell

CRD 4461349

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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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-07-11
TX	RA	APPROVED_RES	2015-11-03

AZ RA
APPROVED

Since 2024-07-11
TX RA
APPROVED_RES

Since 2015-11-03

Branch Locations

14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • 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

Organization	City	State	From	To
Morgan Stanley	Scottsdale	AZ	10/2015	12/2023
Morgan Stanley Private Bank, N.A.	Scottsdale	AZ	10/2015	12/2023
Morgan Stanley	Scottsdale	AZ	12/2023	Present

10/2015 → 12/2023

Morgan Stanley

Scottsdale, AZ
10/2015 → 12/2023

Morgan Stanley Private Bank, N.A.

Scottsdale, AZ
12/2023 → Present

Morgan Stanley

Scottsdale, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-07-09
S63	Uniform Securities Agent State Law Examination	2012-05-17

S65 Uniform Investment Adviser Law Examination

2024-07-09
S63 Uniform Securities Agent State Law Examination

2012-05-17

Other Names

Jeanine Yesenski Churchwell
Jeanine Michelle Yesenski
Jeanine Michelle Churchwell

View on SEC IAPD

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