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Jennifer A Mcdermott

Morgan Stanley

Salt Lake City, UT

CRD 4742659

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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
UT RA APPROVED 2017-03-01
TX RA APPROVED 2017-02-28
  • UT RA
    APPROVED
    Since 2017-03-01
  • TX RA
    APPROVED
    Since 2017-02-28

Branch Locations

60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Salt Lake City UT 07/2004 02/2017
Morgan Stanley Smith Barney Llc Salt Lake City UT 02/2017 Present
Morgan Stanley Private Bank, N.A New York NY 03/2025 Present
  • 07/2004 → 02/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Salt Lake City, UT
  • 02/2017 → Present
    Morgan Stanley Smith Barney Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-17
S63 Uniform Securities Agent State Law Examination 2004-01-13
  • S66 Uniform Combined State Law Examination
    2009-11-17
  • S63 Uniform Securities Agent State Law Examination
    2004-01-13
Other Names
  • Jennifer A Platts
  • Jennifer A. Platts

View on SEC IAPD

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