Timothy M Jernigan

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
  Winter Park, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-01-16 → 2009-06-01
  Morgan Stanley & Co. Llc
  Winter Park, FL
• 2002-09-03 → 2009-01-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
  Orlando, FL
  Winter Park, FL
• 2005-12-05 → 2006-03-08
  Advest, Inc.
  Orlando, FL
• 2000-01-28 → 2002-09-04
  Morgan Stanley Dw Inc.
  Orlando, FL

Other Businesses

JERNIGAN FAMILY HOLDINGS LLC; WINTER PARK, FL; MANAGER; NO TIME DEVOTED *686025- Willow Equity Group LLC; Investment related: Yes; Winter Park, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 0; Role- My wife is setting up business to flip real estate, I have no involvement other than name on LLC we set up

Exams

• S66 Uniform Combined State Law Examination
  2000-03-01

Other Names

• Timothy M. Jernigan