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Jennifer Anne Richardson

Morgan Stanley

Ormond Beach, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-27
FL RA APPROVED 2013-09-18
  • TX RA
    APPROVED
    Since 2023-02-27
  • FL RA
    APPROVED
    Since 2013-09-18

Branch Locations

285 Clyde Morris Boulevard Street 100, Ormond Beach, FL 32174 • 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 Lake Mary FL 08/2013 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 08/2013 → Present
    Morgan Stanley
    Lake Mary, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2008-11-10 → 2013-04-26
    National Planning Corporation
    Ormond Beach, FL
  • 2007-08-08 → 2008-11-04
    Osaic Services, Inc.
    Phoenix, AZ
    Ormond Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-20
S63 Uniform Securities Agent State Law Examination 2001-02-07
  • S66 Uniform Combined State Law Examination
    2007-06-20
  • S63 Uniform Securities Agent State Law Examination
    2001-02-07
Other Names
  • Jennifer Anne Gaither
  • Jennifer Anne Gaither

View on SEC IAPD

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COMPASS FINANCIAL ADVISORY SERVICES, LLC
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CAPSTONE INVESTMENT MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
BROADSTREET FINANCIAL ADVISERS LLC
HOLLAND ADVISORY SERVICES, INC.

Other Investors

WADE LEE ROWDON
KEITH JOHN STORMS
Robert George Hallock
JANE SLAVEN EDDY
Patrick James Tuite
John Richard Cecere
Sarah Nash Myrick
Madeleine Johanna Hubbard

Other Offices

STORMS & ROWDON FINANCIAL SERVICES, INC. · ORMOND BEACH, FL
HORNOR, TOWNSEND & KENT, LLC · ORMOND BEACH, FL
COMPASS FINANCIAL ADVISORY SERVICES, LLC · ORMOND BEACH, FL
J.P. MORGAN SECURITIES LLC · ORMOND BEACH, FL
CAPSTONE INVESTMENT MANAGEMENT LLC · Ormond Beach, FL
TRUIST ADVISORY SERVICES, INC. · ORMOND BEACH, FL
BROADSTREET FINANCIAL ADVISERS LLC · ORMOND BEACH, FL
HOLLAND ADVISORY SERVICES, INC. · ORMOND BEACH, FL

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