Jeremy A. Bates

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

• 02/2014 → 07/2018
  Walmart
  Flagstaff, AZ
• 08/2018 → 01/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2021 → 02/2021
  Aerotek
  Phoenix, AZ
• 07/2022 → 03/2023
  Stand Together
  Phoenix, AZ
• 05/2023 → Present
  Stand Together
  Phoenix, AZ
• 03/2024 → 11/2024
  J.P. Morgan Securities Llc
  Tempe, AZ
• 01/2023 → 02/2024
  Charles Schwab
  Phoenix, AZ
• 06/2023 → 01/2024
  Boeing
  Mesa, AZ
• 03/2021 → 06/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2024 → Present
  Morgan Stanley
  Gilbert, AZ

Other Businesses

the name of the other business; Stand Together whether the business is investment-related; NO the address of the other business; 4745 N 7th Street Phoenix, AZ 85014 the nature of the other business; surveys door to door about elections. I do not work for campaigns of any candidates. your position; canvasser title, or relationship with the other business; canvasser the start date of your relationship; 05/01/2023 the approximate number of hours/month you devote to the other business; 20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; door to door surveys only. *690532- Jeremy Bates; Investment related: No; Peoria, Arizona; Rental Property; Other - Owner of property (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 3; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2024-08-03
• S63 Uniform Securities Agent State Law Examination
  2018-09-14

Other Names

• Jeremy Arthur Bates
• Jeremy Bates
• Jeremy Bates
• Jeremy A Bates
• Jeremy A. Bates