Jessi Lee Nippert

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

• 08/2016 → 09/2022
  Bok Financial Securities, Inc.
  Bartlesville, OK
• 08/2016 → 09/2022
  Bokf, N.A.
  Bartlesville, OK
• 10/2022 → Present
  Morgan Stanley Smith Barney Llc
  Durant, OK
• 12/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-08-17 → 2022-10-12
  Bok Financial Securities, Inc.
  Bartlesville, OK
  Grove, OK
  Tulsa, OK
• 2014-11-25 → 2016-08-09
  Wells Fargo Clearing Services, Llc
  Bartlesville, OK
• 2014-06-03 → 2014-11-06
  Sutterfield Financial Group, Inc.
  Bartlesville, OK
• 2012-08-16 → 2013-11-22
  Mml Investors Services, Llc
  Tulsa, OK

Exams

• S66 Uniform Combined State Law Examination
  2009-05-22

Other Names

• Jessi Lee Houston
• Jessi Lee Houston
• Jessi Lee Nippert
• Jessi L Nippert