Jordan Sanbarn Henry

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

• 09/2003 → Present
  Citigroup Global Markets Inc.
  Chicago, IL
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-09-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1.1007 Madison Oak Park LLC; Investment related: Yes; River Forest, IL; real estate; Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 2; 2. Business Name: NA Investment Related (Y or N): N Business Address (City, State): Oak Park, IL Nature of the business: Real estate/ rental property Relationship/position: Sole Proprietor/ Owner/ Landlord Start Date: Feb. 2015 Hours during trading hours: 0 Number of hours after business hours: 2 Description: Manage property & collect rent from tenants

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-05
• S63 Uniform Securities Agent State Law Examination
  2004-09-20

Other Names

• Jordon Sanbarn Henry