Best Investors Account Sign in

Jeffery T Greenleaf

Morgan Stanley

Beverly Hills, CA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-17
TX RA APPROVED 2024-05-17
  • CA RA
    APPROVED
    Since 2024-05-17
  • TX RA
    APPROVED
    Since 2024-05-17

Branch Locations

9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • 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
National Planning Corporation El Segundo CA 08/2016 12/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Monica CA 05/2018 07/2022
Unemployed Los Angeles CA 01/2018 04/2018
Bank Of America, N.A. Santa Monica CA 05/2022 07/2022
Morgan Stanley Beverly Hills CA 05/2024 Present
Unemployed Topanga CA 07/2022 09/2022
Northwestern Mutual Los Angeles CA 09/2022 10/2022
Unemployed Topanga CA 10/2022 05/2024
  • 08/2016 → 12/2017
    National Planning Corporation
    El Segundo, CA
  • 05/2018 → 07/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Santa Monica, CA
  • 01/2018 → 04/2018
    Unemployed
    Los Angeles, CA
  • 05/2022 → 07/2022
    Bank Of America, N.A.
    Santa Monica, CA
  • 05/2024 → Present
    Morgan Stanley
    Beverly Hills, CA
  • 07/2022 → 09/2022
    Unemployed
    Topanga, CA
  • 09/2022 → 10/2022
    Northwestern Mutual
    Los Angeles, CA
  • 10/2022 → 05/2024
    Unemployed
    Topanga, CA
Previous Registrations
  • 2018-05-30 → 2022-07-22
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Santa Monica, CA
  • 2016-08-16 → 2018-01-02
    National Planning Corporation
    El Segundo, CA
  • 2015-01-20 → 2015-04-22
    American Financial Network Advisory Services, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-15
S63 Uniform Securities Agent State Law Examination 2008-12-15
  • S65 Uniform Investment Adviser Law Examination
    2015-01-15
  • S63 Uniform Securities Agent State Law Examination
    2008-12-15
Other Names
  • Jeffery Thomas Greenleaf
  • Jeffery Greenleaf

View on SEC IAPD

Other Firms

EAGLE STRATEGIES LLC
RBC SECURITIES, INC
RBC ROCHDALE, LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
KONDO WEALTH ADVISORS, INC

Other Investors

CECIL YAN SEE HO
JONATHAN Y MCLEAN
ERIN PATRICE BROOKS
Audrey Shih-Min Chang
JULIE FORMAN
KAMRAN W. HEDJASI
HRIPSIME SIMA KEOSHGERIAN
LILY CAI

Other Offices

MORGAN STANLEY · Pasadena, CA
EAGLE STRATEGIES LLC · Pasadena, CA
RBC SECURITIES, INC · Pasadena, CA
EAGLE STRATEGIES LLC · PASADENA, CA
RBC ROCHDALE, LLC · Pasadena, CA
EAGLE STRATEGIES LLC · PASADENA, CA
LPL FINANCIAL LLC · PASADENA, CA
LPL FINANCIAL LLC · PASADENA, CA

More in Beverly Hills, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor