Timothy Mark Jayne

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

• 01/2009 → 02/2017
  Ubs Financial Services Inc.
  Mount Laurel, NJ
• 03/2017 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
• 03/2017 → 03/2023
  Bank Of America, N.A.
  Mount Laurel, NJ
• 03/2023 → Present
  Morgan Stanley Smith Barney Llc
  Yardley, PA
• 04/2023 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2017-03-01 → 2023-03-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
  Egg Harbor Township, NJ
  Mount Laurel, NJ
• 2009-01-09 → 2017-03-09
  Ubs Financial Services Inc.
  Mt. Laurel, NJ
• 2006-08-29 → 2009-01-12
  Wells Fargo Clearing Services, Llc
  Marlton, NJ
  Marlton, NJ

Other Businesses

*545992 - FINRA; Investment related No; New York, New York; Investment/Finance/Banking; Non Public Arbitrator (proprietor, partner, officer, director, employee, trustee, agent); 10/2004 ; During business hours: 2; After business hours: 0; Adjudicate.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-28

Other Names

• Tim Jayne
• Timothy M Jayne