Jeremy J. Schwendeman

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
TX	RA	APPROVED	2020-04-15
MD	RA	APPROVED	2011-09-08

TX RA
APPROVED

Since 2020-04-15
MD RA
APPROVED

Since 2011-09-08

Branch Locations

1201 Wills Street Suite 700, Baltimore, MD 21231 • 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
Morgan Stanley Smith Barney	Baltimore	MD	09/2011	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

09/2011 → Present

Morgan Stanley Smith Barney

Baltimore, MD
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2008-08-01 → 2011-09-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD

Other Businesses

*622448 - Rental Property; Investment related: Yes; Fort Worth, Texas; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 1; Passive Landloard *500262 - Green Wave Properties; Investment related No; Marriottsville; Maryland; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 1; After business hours: 0; Administrative *568484 - Rental Property; Investment related-Yes; Morganton, Georgia; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 1; Passive Landloard *638563 - Rental Property; Investment related-Yes; Holden Beach, North Carolina; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 1; Property Management *691125- Green Wave Properties, LLC ; Investment related: Yes; Holden Beach, North Carolina; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 1; After business hours: 0; Property Management

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-07-24

S66 Uniform Combined State Law Examination

2008-07-24

Designations

Certified Financial Planner

Other Names

Jeremy J Schwendeman

View on SEC IAPD