Roosevelt Clairjour

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

• 05/2026 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 08/2018 → 03/2019
  National Securities Corporation
  New York, NY
• 10/2014 → 05/2017
  State Of New York - Feinberg Library
  Plattsburg, NY
• 08/2013 → 05/2017
  Plattsburgh State University Of New York
  Plattsburg, NY
• 10/2017 → 11/2017
  Opus Dance Theatre & Community Services
  Brooklyn, NY
• 12/2017 → 07/2018
  Unemployed
  Brooklyn, NY
• 05/2019 → 05/2026
  J.P. Morgan Securities
  Brooklyn, NY
• 05/2019 → 05/2026
  J.P. Morgan Chase Bank, N.A
  Brooklyn, NY
• 09/2016 → 12/2016
  Darwood Associates
  Plattsburg, NY
• 04/2019 → 04/2019
  Unemployed
  Brooklyn, NY
• 06/2017 → 09/2017
  Unemployed
  Brooklyn, NY
• 07/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-02-25 → 2026-05-31
  J.P. Morgan Securities Llc
  Brooklyn, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-28
• S63 Uniform Securities Agent State Law Examination
  2017-09-18

Designations

• Certified Financial Planner

Other Names

• Roosevelt Clairjour