Timothy G Jennings

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

• 01/2014 → 06/2019
  Morgan Stanley
  Syracuse, NY
• 01/2014 → 06/2019
  Morgan Stanley Private Bank, N.A.
  Syracuse, NY
• 08/2019 → Present
  Morgan Stanley
  Ithaca, NY
• 08/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-02-11 → 2019-06-03
  Morgan Stanley
  Syracuse, NY
  Williamsville, NY
  Buffalo, NY
  Geneva, NY
  Rochester, NY
  Olean, NY
  Orchard Park, NY
  Pittsford, NY
  Rochester, NY
  Albany, NY
  Binghamton, NY
  Elmira, NY
  Glens Falls, NY
  Ithaca, NY
  Oneonta, NY
  Poughkeepsie, NY
  Saratoga Springs, NY
  Latham, NY
  Skaneateles, NY
  Utica, NY
  Watertown, NY
  Potsdam, NY
  Kingston, NY
• 2010-11-22 → 2014-02-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
  Poughkeepsie, NY
  New York, NY
  Poughkeepsie, NY
  Boston, MA
  Albany, NY
  Williamsville, NY
  Pittsford, NY
• 2009-10-13 → 2010-10-15
  Citizens Securities, Inc.
  Concord, MA
• 2005-09-22 → 2009-04-28
  Banc Of America Investment Services, Inc.
  Burlington, MA
  Burlington, MA
• 2005-09-02 → 2005-09-23
  First Command Brokerage Services, Inc.
  Concord , MA
• 2005-06-10 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-12
• S63 Uniform Securities Agent State Law Examination
  2002-08-21

Other Names

• Timothy Gerard Jennings