Jennifer Taylor Murray

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 → Present
  Morgan Stanley Smith Barney Llc
  Santa Maria, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Santa Maria, CA
• 2003-01-30 → 2007-04-02
  Morgan Stanley Dw Inc.
  Santa Maria, CA
  Santa Maria, CA

Other Businesses

*93165 - Santa Barbara Foundation; Investment related -No; Santa Barbara; California; Charitable; Board Member, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 2; After business hours: 2; Investment Decisions/Advice *442874 - Santa Maria Valley YMCA Foundation; Investment related - No; Santa Maria, California; Children/Youth, Civic/Community, Social & Recreational; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 0.5; Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2003-01-29

Other Names

• Jennifer Marie Taylor
• Jennifer Taylor Murray
• Jennifer Taylor Murray