David James Jorgensen

Current Employers

Employment History

• 05/2012 → 03/2024
  Morgan Stanley Smith Barney
  Hartford, CT
• 01/2015 → 03/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2024 → Present
  Rbc Capital Markets, Llc
  Hartford, CT
• 01/2015 → 03/2024
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-07-03 → 2024-03-27
  Morgan Stanley
  Hartford, CT
  Hartford, CT

Other Businesses

1) - Capital Region Development Authority; Investment related-No; Hartford, Connecticut; Government; Commissioner (proprietor, partner, officer, director, employee, trustee, agent); 07/2012; During business hours: 1; After business hours: 5; Administrative 2) - United Way of Northern and Central Connecticut; Investment related: No; Hartford, Connecticut; Non-Profit, Charitable; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2015; During business hours: 2; After business hours: 0; Investment Decisions/Advice 3) NAME OF ENTITY: The Police Athletic League of Hartford, Inc. ADDRESS: 50 Williams Street Hartford, CT 06120 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Youth Services Not-for-profit START DATE: 11.01.12 CAPACITY: Board of Directors * DUTIES: Preside over monthly board meetings. Responsible for oversight and governance of organization. Represent organization to the public. HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-21
• S63 Uniform Securities Agent State Law Examination
  2004-04-09

Other Names

• David James Jorgensen