Jordan Storm Tripodi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 09/2024
  Massmutual Life Insurance Company
  New York, NY
• 08/2021 → 09/2024
  Mml Investors Services, Llc
  New York, NY
• 06/2020 → 09/2020
  Barnum Financial Group
  Warwick, RI
• 05/2018 → 09/2020
  Us Valet
  Foxboro, MA
• 06/2017 → 09/2019
  Vetpride Services
  Providence, RI
• 06/2015 → 09/2019
  John Tripodi & Associates
  Providence, RI
• 06/2016 → 09/2018
  Town Of North Providence
  North Providence, RI
• 06/2005 → 05/2021
  Student
  North Providence, RI
• 09/2020 → 07/2021
  Oasis/Barnum Fg/Mmlis
  New York, NY
• 09/2020 → 07/2021
  Massmutual Life Insurance Co
  New York, NY
• 05/2022 → 07/2023
  Door Dash
  Bronx, NY
• 10/2024 → Present
  Morgan Stanley
  Purchase, NY

Previous Registrations

• 2022-01-20 → 2024-09-04
  Mml Investors Services, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-01-17