Jennifer Lynn Klein

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-15
MD	RA	APPROVED	2009-06-01

TX RA
APPROVED_RES

Since 2020-04-15
MD RA
APPROVED

Since 2009-06-01

Branch Locations

1201 Wills Street Suite 700, Baltimore, MD 21231 • 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
Morgan Stanley Smith Barney	Baltimore	MD	06/2009	Present

06/2009 → Present

Morgan Stanley Smith Barney

Baltimore, MD

Previous Registrations

2006-02-21 → 2009-06-01

Citigroup Global Markets Inc.

Baltimore, MD

New York, NY

Baltimore, MD
2005-06-07 → 2006-02-21

Legg Mason Wood Walker, Incorporated

Baltimore, MD

Other Businesses

1. CREATIVE MEMORIES, ST. CLOUD MN 2. NON INVESTMENT RELATED, SCRAPBOOKING HOME SHOWS 3.CONSULTANT - TEACH PEOPLE HOW TO "CROP" AND SCRAPBOOK THEIR PHOTOS & MEMORABILIA, AND SELL SUPPLIES 4. 09/23/2005\

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-05-26

S66 Uniform Combined State Law Examination

2005-05-26

Other Names

Jennifer Lynn Mohan
Jen Lynn Mohan
Jen Lynn Klein

View on SEC IAPD