Meredith Demichele Jordan

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 → 02/2022
  Morgan Stanley
  Atlanta, GA
• 03/2022 → 01/2023
  Raymond James Financial Services Inc
  Atlanta, GA
• 03/2022 → 01/2023
  Raymond James Financial Services Advisors
  Atlanta, GA
• 03/2022 → 01/2023
  Dogwood Wealth Advisors Llc
  Atlanta, GA
• 01/2023 → Present
  Morgan Stanley
  Atlanta, GA

Previous Registrations

• 2022-03-24 → 2023-01-30
  Raymond James Financial Services Advisors, Inc
  Atlanta, GA
• 2009-06-01 → 2022-03-14
  Morgan Stanley
  Atlanta, GA
  Conyers, GA
  Atlanta, GA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Atlanta, GA
• 2006-07-31 → 2007-04-02
  Morgan Stanley Dw Inc.
  Atlanta, GA
• 2004-06-17 → 2006-07-06
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Dacula, GA

Exams

• S66 Uniform Combined State Law Examination
  2004-06-15

Other Names

• Meredith A Demichele