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Jordan W Roberts

Morgan Stanley

Morristown, NJ

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
NJ RA APPROVED 2025-11-13
NY RA APPROVED 2025-11-12
  • TX RA
    APPROVED
    Since 2026-01-06
  • NJ RA
    APPROVED
    Since 2025-11-13
  • NY RA
    APPROVED
    Since 2025-11-12

Branch Locations

340 Mount Kemble Avenue, Morristown, NJ 07960 • 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 Morristown NJ 09/2025 Present
Garnett Station Partners New York NY 04/2024 09/2025
Mobilize Capital Partners Stamford CT 01/2024 03/2024
Ardian Us New York NY 09/2021 12/2023
Deloitte & Touche New York NY 09/2019 07/2021
Unemployed New York NY 09/2015 09/2019
Morgan Stanley Private Bank, N.A New York NY 12/2025 Present
  • 09/2025 → Present
    Morgan Stanley
    Morristown, NJ
  • 04/2024 → 09/2025
    Garnett Station Partners
    New York, NY
  • 01/2024 → 03/2024
    Mobilize Capital Partners
    Stamford, CT
  • 09/2021 → 12/2023
    Ardian Us
    New York, NY
  • 09/2019 → 07/2021
    Deloitte & Touche
    New York, NY
  • 09/2015 → 09/2019
    Unemployed
    New York, NY
  • 12/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-12
  • S66 Uniform Combined State Law Examination
    2025-11-12
Other Names
  • Jordan William Roberts

View on SEC IAPD

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Other Offices

EDWARD JONES · MORRISTOWN, NJ
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
KIELY CAPITAL MANAGEMENT, INC. · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
MML INVESTORS SERVICES, LLC · Morristown, NJ
EQUITABLE ADVISORS, LLC · MORRISTOWN, NJ
HIMCO, LLC · MORRISTOWN, NJ

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