Erik Alan Jamsa

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2014-02-07
AZ	RA	APPROVED	2012-11-26

TX RA
APPROVED

Since 2014-02-07
AZ RA
APPROVED

Since 2012-11-26

Branch Locations

16155 North 83Rd Avenue Suite 100, Peoria, AZ 85382 • 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 Llc	Peoria	AZ	09/2012	Present
Morgan Stanley Private Bank, N.A.	New York	NY	01/2015	Present

09/2012 → Present

Morgan Stanley Smith Barney Llc

Peoria, AZ
01/2015 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-11-20

S66 Uniform Combined State Law Examination

2012-11-20

View on SEC IAPD

Other Firms

CLARUS WEALTH ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

TACTIVE ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KINGDOM FINANCIAL GROUP, LLC

IP FINANCIAL ADVISORY SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

John Edward Fanning

Amy Caroline Jones

BERT ALLEN COOPER

THERESA ANN FANNING

JONATHON ALLEN STAATS

JOSHUA ALLEN COOPER

Kenneth R Hartley

SHERRY ANN HARDIN

Other Offices

CLARUS WEALTH ADVISORS, LLC · PEORIA, AZ

EDWARD JONES · PEORIA, AZ

EDWARD JONES · SUN CITY, AZ

J.P. MORGAN SECURITIES LLC · PEORIA, AZ

TACTIVE ADVISORS, LLC · Peoria, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, AZ

KINGDOM FINANCIAL GROUP, LLC · PEORIA, AZ

More in Peoria, AZ

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