Jordan David Goldberg

New Port Richey, FL

CRD 5447922

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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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2018-05-14
TX	RA	APPROVED	2018-05-10

FL RA
APPROVED

Since 2018-05-14
TX RA
APPROVED

Since 2018-05-10

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States

New Port Richey, FL • 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

Organization	City	State	From	To
Usf	Tampa	FL	08/2004	Present
Scottrade, Inc.	Tampa	FL	11/2007	03/2018
Morgan Stanley	Tampa	FL	04/2018	Present
Morgan Stanley Private Bank, N.A.	New York	NY	05/2018	Present

08/2004 → Present

Usf

Tampa, FL
11/2007 → 03/2018

Scottrade, Inc.

Tampa, FL
04/2018 → Present

Morgan Stanley

Tampa, FL
05/2018 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2017-02-13 → 2018-03-07

Scottrade Investment Management

Tampa, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-08
S63	Uniform Securities Agent State Law Examination	2009-04-28

S66 Uniform Combined State Law Examination

2017-02-08
S63 Uniform Securities Agent State Law Examination

2009-04-28

View on SEC IAPD

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