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Jennifer Anne Richardson

Morgan Stanley

Ormond Beach, FL

CRD 2956767

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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

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

Nearby Firms

STORMS & ROWDON FINANCIAL SERVICES, INC.
HORNOR, TOWNSEND & KENT, LLC
COMPASS FINANCIAL ADVISORY SERVICES, LLC

Nearby Investors

WADE LEE ROWDON
KEITH JOHN STORMS
Robert George Hallock

Nearby Offices

STORMS & ROWDON FINANCIAL SERVICES, INC. · ORMOND BEACH, FL
HORNOR, TOWNSEND & KENT, LLC · ORMOND BEACH, FL
COMPASS FINANCIAL ADVISORY SERVICES, LLC · ORMOND BEACH, FL

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