Jennifer Katherine Hartline

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_RES	2016-07-07
PA	RA	APPROVED	2016-07-06

TX RA
APPROVED_RES

Since 2016-07-07
PA RA
APPROVED

Since 2016-07-06

Branch Locations

100 Front Street Suite 600, West Conshohocken, PA 19428 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Morgan Stanley	West Conshohocken	PA	06/2016	Present

06/2016 → Present

Morgan Stanley

West Conshohocken, PA

Previous Registrations

2015-09-02 → 2016-05-24

J.P. Morgan Securities Llc

Philadelphia, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-12-02

S66 Uniform Combined State Law Examination

2015-12-02

Other Names

Jennifer Katherine Lefkowitz

View on SEC IAPD

Employer firm

Current Employers

Morgan Stanley

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Nearby Firms

Nearby Investors

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