Jeffrey Walker

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

• 01/2019 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 01/2017 → 12/2018
  Unemployed
  Palatine, IL
• 10/2015 → 12/2016
  Sungard Availability Services
  Dallas, TX
• 04/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*573624- Avanced Geological Exploration; Investment related: No; Reno, Nevada; provide geologic and geospatial services and interpreting different geological data for mineral exploration companies.; Officer (proprietor, partner, officer, director, employee, trustee, agent); 12/2013; During business hours: 0; After business hours: 0; no active or otherwise involvement in the business

Exams

• S66 Uniform Combined State Law Examination
  2019-03-29