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Jeffrey L Beier

Morgan Stanley

West Des Moines, IA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2009-06-01
TX RA APPROVED_RES 2009-06-01
  • IA RA
    APPROVED
    Since 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

1080 Jordan Creek Parkway Suite 400 North, West Des Moines, IA 50266 • 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 & Co., Incorporated West Des Moines IA 04/2007 Present
Morgan Stanley Smith Barney West Des Moines IA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 04/2007 → Present
    Morgan Stanley & Co., Incorporated
    West Des Moines, IA
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    West Des Moines, IA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    West Des Moines, IA
  • 1999-01-01 → 2007-04-02
    Morgan Stanley Dw Inc.
    Des Moines, IA
    West Des Moines, IA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-01-31
  • S63 Uniform Securities Agent State Law Examination
    1992-01-31
Other Names
  • Jeff Beier

View on SEC IAPD

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