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Jodie Summer Wertz

Morgan Stanley

Roanoke, VA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-11-14
TX RA APPROVED_RES 2012-02-09
  • VA RA
    APPROVED
    Since 2017-11-14
  • TX RA
    APPROVED_RES
    Since 2012-02-09

Branch Locations

10 South Jefferson Street Suite 1700, Roanoke, VA 24011 • 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
Morgan Stanley Roanoke VA 06/2009 Present
Other Businesses

*637323- Virginia Department of Social Services Parent Advisory Council Board; Investment related-No; Glen Allen, Virginia; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 1; Sharing my families' experience with Dept of Social Services.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-12-31
  • S63 Uniform Securities Agent State Law Examination
    2011-12-31
Other Names
  • Jodie Summer Wertz
  • Jodie Summer Wertz-Sutphin

View on SEC IAPD

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