Jordan Dawn Kongiser

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

• 09/2018 → Present
  Morgan Stanley
  Coos Bay, OR
• 05/2018 → 04/2020
  M2Comsys
  Las Vegas, NV
• 04/2014 → 08/2018
  Claims & Risk Management Services
  Miami, FL
• 12/2016 → 04/2018
  Mara Larin Transcription
  Moore, SC
• 04/2013 → 12/2021
  South Florida Medical Transcribers
  Miami, FL

Other Businesses

*469405- Guitar Lessons; Investment related No; Coos Bay, Oregon; Art/Culture; Teacher (proprietor, partner, officer, director, employee, trustee, agent01/2022; During business hours: 0; After business hours: 4;

Exams

• S66 Uniform Combined State Law Examination
  2020-08-17

Other Names

• Jordan Dawn Enyeart