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Jeffrey Calderon

Morgan Stanley

New York, NY

CRD 7176401

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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
NY RA APPROVED 2021-04-27
TX RA APPROVED 2020-04-01
NJ RA APPROVED 2020-03-17
  • NY RA
    APPROVED
    Since 2021-04-27
  • TX RA
    APPROVED
    Since 2020-04-01
  • NJ RA
    APPROVED
    Since 2020-03-17

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • 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
Nyc Mayor's Office For International Affairs New York NY 10/2018 05/2019
Mayor's Fund To Advance Nyc New York NY 07/2018 08/2018
Marshalls Long Island City NY 12/2017 04/2018
National Development Council New York NY 01/2017 05/2017
Stony Brook University Stony Brook NY 08/2017 05/2019
Laguardia Community College Long Island City NY 09/2015 06/2017
Entertainment Partners New York NY 07/2017 08/2017
Unemployed Woodside NY 06/2019 09/2019
Axa Advisors, Llc New York NY 09/2019 11/2019
Morgan Stanley New York NY 03/2020 Present
Unemployed Woodside, Ny NY 12/2019 02/2020
  • 10/2018 → 05/2019
    Nyc Mayor's Office For International Affairs
    New York, NY
  • 07/2018 → 08/2018
    Mayor's Fund To Advance Nyc
    New York, NY
  • 12/2017 → 04/2018
    Marshalls
    Long Island City, NY
  • 01/2017 → 05/2017
    National Development Council
    New York, NY
  • 08/2017 → 05/2019
    Stony Brook University
    Stony Brook, NY
  • 09/2015 → 06/2017
    Laguardia Community College
    Long Island City, NY
  • 07/2017 → 08/2017
    Entertainment Partners
    New York, NY
  • 06/2019 → 09/2019
    Unemployed
    Woodside, NY
  • 09/2019 → 11/2019
    Axa Advisors, Llc
    New York, NY
  • 03/2020 → Present
    Morgan Stanley
    New York, NY
  • 12/2019 → 02/2020
    Unemployed
    Woodside, Ny, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-03
  • S66 Uniform Combined State Law Examination
    2019-09-03

View on SEC IAPD

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