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Jordan D Gerlach

Morgan Stanley

Salt Lake City, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-07
UT RA APPROVED 2024-01-26
  • TX RA
    APPROVED
    Since 2024-02-07
  • UT RA
    APPROVED
    Since 2024-01-26

Branch Locations

60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • 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 Salt Lake City UT 11/2023 Present
Goldman Sachs Salt Lake City UT 09/2021 11/2023
Prince Perelson Salt Lake City UT 01/2021 09/2021
Pennsylvania State University State College PA 08/2017 12/2020
Pnc Bank Pittsburgh PA 06/2020 08/2020
Ausherman Properties Frederick MD 03/2020 04/2020
Pennsylvania Department Of Transportation Ebensburg PA 05/2019 08/2019
Central Cambria School District Ebensburg PA 06/2018 08/2018
Frosty's Caboose Cresson PA 05/2016 05/2018
Central Cambria School District Ebensburg PA 08/2013 06/2017
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-25
  • S66 Uniform Combined State Law Examination
    2024-01-25
Other Names
  • Jordan Gerlach

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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