Jeffrey Downing

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-10-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley & Co. Incorporated	Dallas	TX	10/2008	10/2020
Morgan Stanley Smith Barney	Dallas	TX	06/2009	10/2020
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	10/2020
Wells Fargo Clearing Service, Llc	Southlake	TX	10/2020	Present

10/2008 → 10/2020

Morgan Stanley & Co. Incorporated

Dallas, TX
06/2009 → 10/2020

Morgan Stanley Smith Barney

Dallas, TX
01/2015 → 10/2020

Morgan Stanley Private Bank, National Association

New York, NY
10/2020 → Present

Wells Fargo Clearing Service, Llc

Southlake, TX

2009-06-01 → 2020-10-07

Morgan Stanley

Dallas, TX
2008-10-06 → 2009-06-01

Morgan Stanley & Co. Llc

Dallas, TX
2002-09-20 → 2008-10-21

Citigroup Global Markets Inc.

Dallas, TX

Dallas, TX
2000-04-24 → 2002-09-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wichita Falls, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-04-21

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