Robert Andrew Jardine

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
  New Orleans, LA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2002-06-06 → 2003-02-25
  Banc One Securities Corporation
  New Orleans, LA

Other Businesses

THE KEMPER & LEILA WILLIAMS FOUNDATION (DBA THE HISTORIC NEW ORLEANS COLLETION). 533 ROYALD STREET, NEW ORLEANS LA 70130-2179, THIS BUSINESS IS NOT INVESTMENT RELATED. MUSEUM & HISTORIC RESEARCH. POSTION: ADVISORY COMMITTEE. THE ADVISORY COMMITTEE MAKE RCOMMENDATIONS TO THE FOUNDATION'S BOARD REGARDING STRATEGIC PLANNING, BUDGETING, FINANCE, AND PROJECT PRIORITIZATION. I AM NOT A MEMBER OF THE FOUNDATION'S BOARD. START DATE 1/2/2007. HOURS DEVOTED 2 HRS PER MONTH DURING TRADING HOURS, PLUS AN ADDITIONAL 2 HRS PER MONTH NON-TRADING HOURS (TOTAL 4 HOURS PER MONTH).

Exams

• S66 Uniform Combined State Law Examination
  2002-06-03
• S63 Uniform Securities Agent State Law Examination
  1999-12-02

Other Names

• Drew Jardine