Jordan D Gerlach

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

• 11/2023 → Present
  Morgan Stanley
  Salt Lake City, UT
• 09/2021 → 11/2023
  Goldman Sachs
  Salt Lake City, UT
• 01/2021 → 09/2021
  Prince Perelson
  Salt Lake City, UT
• 08/2017 → 12/2020
  Pennsylvania State University
  State College, PA
• 06/2020 → 08/2020
  Pnc Bank
  Pittsburgh, PA
• 03/2020 → 04/2020
  Ausherman Properties
  Frederick, MD
• 05/2019 → 08/2019
  Pennsylvania Department Of Transportation
  Ebensburg, PA
• 06/2018 → 08/2018
  Central Cambria School District
  Ebensburg, PA
• 05/2016 → 05/2018
  Frosty's Caboose
  Cresson, PA
• 08/2013 → 06/2017
  Central Cambria School District
  Ebensburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2024-01-25

Other Names

• Jordan Gerlach