Jordan Stevens

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

• 04/2025 → 05/2025
  Biy Y
  Shelton, CT
• 10/2023 → 05/2024
  Precision Combustion Inc.
  North Haven, CT
• 06/2023 → 03/2025
  Houlihan Lawrence Wareck D'OStilio
  Milford, CT
• 05/2020 → 06/2025
  Instacart
  Stratford, CT
• 07/2025 → 01/2026
  Ubs Financial Services Inc.
  Weehawken, NJ
• 08/2021 → 05/2025
  University Of New Haven
  West Haven, CT
• 09/2020 → 06/2023
  Keller Williams
  Ridgefield, CT
• 08/2018 → 04/2019
  Lim College
  Manhattan, CT
• 08/2013 → 06/2017
  Windsor High School
  Windsor, CT
• 07/2019 → 07/2020
  Real Estate School
  West Haven, CT
• 08/2017 → 05/2018
  American International College
  Springfield, CT
• 02/2026 → Present
  Morgan Stanley
  Paramus, NJ

Previous Registrations

• 2025-09-23 → 2026-02-09
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-19
• S63 Uniform Securities Agent State Law Examination
  2025-04-09

Other Names

• Jordan Tyler Stevens