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Jennifer M Astasauskas-Glatz

Morgan Stanley

Hunt Valley, MD

CRD 3079276

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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
MD RA APPROVED 2024-04-05
TX RA APPROVED 2024-04-05
  • MD RA
    APPROVED
    Since 2024-04-05
  • TX RA
    APPROVED
    Since 2024-04-05

Branch Locations

303 International Circle Suite 500, Hunt Valley, MD 21030 • 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
Bank Of America Investment Services, Inc. Annapolis MD 03/1999 04/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 08/2002 04/2024
Morgan Stanley Smith Barney Llc Hunt Valley MD 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-05
S63 Uniform Securities Agent State Law Examination 1998-10-14
  • S66 Uniform Combined State Law Examination
    2023-05-05
  • S63 Uniform Securities Agent State Law Examination
    1998-10-14
Other Names
  • Jen Harvey
  • Jennifer Marie Harvey
  • Jennifer Marie Astasauskas

View on SEC IAPD

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LANCE REID SCOTT
JOHN FRANCIS MORAN

Nearby Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

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