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Chasity Kay Jordan

Morgan Stanley

Terre Haute, IN

CRD 3005214

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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_RES 2017-01-17
IN RA APPROVED 2017-01-13
  • TX RA
    APPROVED_RES
    Since 2017-01-17
  • IN RA
    APPROVED
    Since 2017-01-13

Branch Locations

401 Wabash Avenue, Terre Haute, IN 47807 • 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
J.J.B. Hilliard, W.L. Lyons, Llc Terre Haute IN 11/1996 01/2017
Morgan Stanley Terre Haute IN 01/2017 Present
  • 11/1996 → 01/2017
    J.J.B. Hilliard, W.L. Lyons, Llc
    Terre Haute, IN
  • 01/2017 → Present
    Morgan Stanley
    Terre Haute, IN
Previous Registrations
  • 2011-11-09 → 2017-01-20
    J.J.B. Hilliard, W.L. Lyons, Llc
    Terre Haute, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-08
  • S66 Uniform Combined State Law Examination
    2011-11-08
Other Names
  • Chasity Kay Ensminger
  • Chasity Kay Ensminger

View on SEC IAPD

Nearby Firms

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Nearby Investors

ALICE BRATTAIN SHAGLEY
Kellen Lloyd Kester
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Nearby Offices

OSAIC WEALTH, INC. · TERRE HAUTE, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Terre Haute, IN
LPL FINANCIAL LLC · TERRE HAUTE, IN

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