Jeffrey Alan Garner

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2012-04-19
DC	RA	APPROVED	2009-06-01
MD	RA	APPROVED	2009-06-01

TX RA
APPROVED_RES

Since 2012-04-19
DC RA
APPROVED

Since 2009-06-01
MD RA
APPROVED

Since 2009-06-01

Branch Locations

12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • 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

Organization	City	State	From	To
Citigroup Global Markets Inc.	Bethesda	MD	02/2000	Present
Morgan Stanley Smith Barney	Potomac	MD	06/2009	Present
Morgan Stanley Private Bank, N.A	New York	NY	10/2020	Present

02/2000 → Present

Citigroup Global Markets Inc.

Bethesda, MD
06/2009 → Present

Morgan Stanley Smith Barney

Potomac, MD
10/2020 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2002-04-16 → 2009-06-01

Citigroup Global Markets Inc.

Bethesda, MD

Bethesda, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-03-20

S66 Uniform Combined State Law Examination

2002-03-20

View on SEC IAPD

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Other Investors

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KARL JACOB STIEGMANN

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MICHELE GABRIELLE WALTHERT

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MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD

WEALTHSPIRE ADVISORS · Potomac, MD

CHARLES SCHWAB & CO., INC. · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

EDWARD JONES · POTOMAC, MD

PATHSTONE · Potomac, MD

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