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Jessica E Haddad

Morgan Stanley

Red Bank, NJ

West Long Branch, NJ

CRD 3132747

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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
NJ RA APPROVED 2015-04-06
TX RA APPROVED 2015-04-03
  • NJ RA
    APPROVED
    Since 2015-04-06
  • TX RA
    APPROVED
    Since 2015-04-03

Branch Locations

20 Linden Place, Red Bank, NJ 07701 • United States

West Long Branch, NJ • 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 Smith Barney Llc Red Bank NJ 11/2013 Present
  • 11/2013 → Present
    Morgan Stanley Smith Barney Llc
    Red Bank, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-03
S63 Uniform Securities Agent State Law Examination 2013-10-28
  • S66 Uniform Combined State Law Examination
    2015-04-03
  • S63 Uniform Securities Agent State Law Examination
    2013-10-28
Other Names
  • Jessica Ellen Omer
  • Jessica Ellen Haddad

View on SEC IAPD

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