Jules Raymond Gimbernat

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

• 12/2013 → 11/2016
  Wells Fargo Advisors Llc
  Bellevue, WA
• 11/2016 → 08/2020
  Wells Fargo Clearing Services, Llc
  Bellevue, WA
• 08/2020 → Present
  Morgan Stanley Smith Barney Llc
  Kirkland, WA
• 11/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-12-03 → 2020-08-17
  Wells Fargo Clearing Services, Llc
  Bellevue, WA
• 1995-01-06 → 2013-12-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
  Bellevue, WA
  Bellevue, WA

Other Businesses

1. *408990 - Melaleuca, Inc; Investment related - No; Idaho Falls, Idaho; Wholesale/Distribution; Independent Marketing Executives (proprietor, partner, officer, director, employee, trustee, agent); 04/2020; During business hours: 0; After business hours: 8;

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-09
• S63 Uniform Securities Agent State Law Examination
  1992-11-07

Other Names

• Jules R Gimbernat
• Ray Gimbernat
• J Raymond Gimbernat
• J R Gimbernat