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Jennifer J Sanchez

Morgan Stanley

New York, NY

CRD 7111775

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-20
NJ RA APPROVED 2025-06-03
NY RA APPROVED 2025-06-02
  • TX RA
    APPROVED
    Since 2025-11-20
  • NJ RA
    APPROVED
    Since 2025-06-03
  • NY RA
    APPROVED
    Since 2025-06-02

Branch Locations

1585 Broadway 21St Floor, New York, NY 10036 • 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 New York NY 11/2022 Present
Cambridge Corp New York NY 05/2018 11/2022
Sahm Weehawken NJ 08/2011 05/2018
  • 11/2022 → Present
    New York, NY
  • 05/2018 → 11/2022
    Cambridge Corp
    New York, NY
  • 08/2011 → 05/2018
    Sahm
    Weehawken, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-02
  • S66 Uniform Combined State Law Examination
    2025-06-02
Other Names
  • Jennifer Sanchez

View on SEC IAPD

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