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Jennifer A Wolfslau

Morgan Stanley

Huntington Beach, CA

Long Beach, CA

CRD 6661215

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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 2022-09-02
CA RA APPROVED 2022-08-16
  • TX RA
    APPROVED
    Since 2022-09-02
  • CA RA
    APPROVED
    Since 2022-08-16

Branch Locations

Huntington Beach, CA • United States

3840 Kilroy Airport Way Suite 400, Long Beach, CA 90806 • 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 Smith Barney Llc Long Beach CA 02/2021 Present
Segerstrom Center For The Arts Costa Mesa CA 02/2019 07/2020
Unemployed Huntington Beach CA 07/2020 02/2021
Morgan Stanley Smith Barney Llc Long Beach CA 07/2016 02/2020
Chapman University Orange CA 08/2016 06/2020
Morgan Stanley Private Bank, N.A New York NY 11/2022 Present
  • 02/2021 → Present
    Morgan Stanley Smith Barney Llc
    Long Beach, CA
  • 02/2019 → 07/2020
    Segerstrom Center For The Arts
    Costa Mesa, CA
  • 07/2020 → 02/2021
    Unemployed
    Huntington Beach, CA
  • 07/2016 → 02/2020
    Morgan Stanley Smith Barney Llc
    Long Beach, CA
  • 08/2016 → 06/2020
    Chapman University
    Orange, CA
  • 11/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-15
  • S66 Uniform Combined State Law Examination
    2022-08-15
Other Names
  • Jennifer Ann Wolfslau

View on SEC IAPD

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