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Jennifer Ongsiapco Atienza

Morgan Stanley

Woodland Hills, CA

CRD 6139713

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-08
CA RA APPROVED 2013-05-16
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • CA RA
    APPROVED
    Since 2013-05-16

Branch Locations

21650 Oxnard Street Suite 1800, Woodland Hills, CA 91367 • 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 Sherman Oaks CA 05/2013 Present
Morgan Stanley Private Bank, N.A New York NY 02/2024 Present
  • 05/2013 → Present
    Morgan Stanley
    Sherman Oaks, CA
  • 02/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2013-02-26 → 2013-04-29
    Waddell & Reed
    Torrance, CA
Other Businesses

FLETCHER SCIENTIFIC LLC- MEDICAL WRITING CONSULTING- EFFECITVE 02/2015

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-25
  • S66 Uniform Combined State Law Examination
    2013-02-25
Other Names
  • Jennifer Joy Atienza
  • Jennifer Joy Ongsiapco Atienza

View on SEC IAPD

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MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
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Nearby Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA

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