Jessica Anne Bellamy

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
NY	RA	APPROVED	2022-07-27
TX	RA	APPROVED_RES	2021-06-24
SC	RA	APPROVED	2011-11-23

NY RA
APPROVED

Since 2022-07-27
TX RA
APPROVED_RES

Since 2021-06-24
SC RA
APPROVED

Since 2011-11-23

Branch Locations

Charleston, SC • United States

850 Morrison Drive Suite 800, Charleston, SC 29403 • United States

Brooklyn, NY • 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 Smith Barney	Charleston	SC	09/2011	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

09/2011 → Present

Morgan Stanley Smith Barney

Charleston, SC
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

BELLAMY PROPERTY; REAL ESTATE; OWNER. THIS IS A SINGLE MEMBER LLC; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 09/2012 BELLAMY PROPERTY III, LLC; RENTAL REAL ESTATE HOLDING COMPANY; SINGLE MEMBER LLC; CHARLESTON, SC; SOLE PROPRIETOR/OWNER/PARTNER; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 01/2017

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-11-21
S63	Uniform Securities Agent State Law Examination	1998-03-11

S66 Uniform Combined State Law Examination

2011-11-21
S63 Uniform Securities Agent State Law Examination

1998-03-11

View on SEC IAPD