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Jeffrey Ronald Mcconnell

Morgan Stanley

Indianapolis, IN

CRD 2373141

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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
IN RA APPROVED 2019-11-27
TX RA APPROVED_RES 2019-08-28
NJ RA APPROVED 2015-04-22
  • IN RA
    APPROVED
    Since 2019-11-27
  • TX RA
    APPROVED_RES
    Since 2019-08-28
  • NJ RA
    APPROVED
    Since 2015-04-22

Branch Locations

800 East 96Th Street Suite 400, Indianapolis, IN 46240 • 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 Indianapolis IN 09/2013 Present
Morgan Stanley Private Bank, N.A New York NY 10/2020 Present
  • 09/2013 → Present
    Morgan Stanley
    Indianapolis, IN
  • 10/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

Michigan State University; East Lansing, MI; Member of Finance Advisory Board; 12/2016; During Business hours: 0, After Business hours:0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-22
S63 Uniform Securities Agent State Law Examination 1993-07-30
  • S66 Uniform Combined State Law Examination
    2015-04-22
  • S63 Uniform Securities Agent State Law Examination
    1993-07-30

View on SEC IAPD

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