Jeffrey James Gardner

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-27
CT	RA	APPROVED	2020-02-14

NY RA
APPROVED

Since 2021-04-27
CT RA
APPROVED

Since 2020-02-14

Branch Locations

1 New York Plaza, New York, NY 10004 • United States

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	New York	NY	10/2019	Present
Rutgers Sc&I	New Brunswick	NJ	09/2016	05/2017
Whole Foods	Marlboro	NJ	06/2017	08/2017
Bmkd	New Brunswick	NJ	01/2018	05/2018
Monroe Township Public Works Department	Monroe	NJ	06/2018	08/2018
Rutgers Center For Cultural Analysis	New Brunswick	NJ	09/2018	05/2019
Group Nine Media	New York	NY	07/2019	09/2019
School	New Brunswick	NJ	09/2017	12/2017

10/2019 → Present

Morgan Stanley Smith Barney Llc

New York, NY
09/2016 → 05/2017

Rutgers Sc&I

New Brunswick, NJ
06/2017 → 08/2017

Whole Foods

Marlboro, NJ
01/2018 → 05/2018

Bmkd

New Brunswick, NJ
06/2018 → 08/2018

Monroe Township Public Works Department

Monroe, NJ
09/2018 → 05/2019

Rutgers Center For Cultural Analysis

New Brunswick, NJ
07/2019 → 09/2019

Group Nine Media

New York, NY
09/2017 → 12/2017

School

New Brunswick, NJ

Other Businesses

*572590 - HIGHLOW Music Group (DJing ); Investment related-Yes; Hoboken, New Jersey; Art/Culture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 6; Labor/Service

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-14

S66 Uniform Combined State Law Examination

2020-02-14

View on SEC IAPD