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Jennifer M Woods

Morgan Stanley

Fort Myers, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-02
TX RA APPROVED_RES 2025-10-02
  • FL RA
    APPROVED
    Since 2025-10-02
  • TX RA
    APPROVED_RES
    Since 2025-10-02

Branch Locations

7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • 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
Ubs Financial Services Inc Charlotte NC 08/2011 07/2017
Raymond James & Associates, Inc Fort Myers FL 06/2022 11/2022
Keller Williams Indian Trail NC 01/2017 03/2018
Exp Realty Llc Charlotte NC 03/2018 01/2026
Ubs Financial Services Inc Fort Myers FL 11/2022 05/2025
Sanctuary Securities, Inc. Fort Myers FL 05/2025 07/2025
Sanctuary Advisors Llc Fort Myers FL 05/2025 07/2025
Morgan Stanley Fort Myers FL 09/2025 Present
  • 08/2011 → 07/2017
    Ubs Financial Services Inc
    Charlotte, NC
  • 06/2022 → 11/2022
    Raymond James & Associates, Inc
    Fort Myers, FL
  • 01/2017 → 03/2018
    Keller Williams
    Indian Trail, NC
  • 03/2018 → 01/2026
    Exp Realty Llc
    Charlotte, NC
  • 11/2022 → 05/2025
    Ubs Financial Services Inc
    Fort Myers, FL
  • 05/2025 → 07/2025
    Sanctuary Securities, Inc.
    Fort Myers, FL
  • 05/2025 → 07/2025
    Sanctuary Advisors Llc
    Fort Myers, FL
  • 09/2025 → Present
    Morgan Stanley
    Fort Myers, FL
Previous Registrations
  • 2025-05-13 → 2025-07-30
    Sanctuary Advisors, Llc
    Sandusky, OH
    Fort Myers, FL
    North Augusta, SC
  • 2024-04-09 → 2025-06-13
    Ubs Financial Services Inc.
    Fort Myers, FL
    Cape Coral, FL
  • 2009-01-09 → 2017-08-08
    Ubs Financial Services Inc.
    Fort Myers, FL
    Charlotte, NC
  • 2008-08-11 → 2009-01-15
    Morgan Stanley & Co. Llc
    Ft. Myers, FL
  • 2007-04-02 → 2008-06-09
    Morgan Stanley & Co. Llc
    Charlotte, NC
  • 2004-05-07 → 2007-04-02
    Morgan Stanley Dw Inc.
    Charlotte, NC
    Ft. Myers, FL
    Ft. Myers, FL
  • 2003-03-06 → 2004-04-26
    A. G. Edwards & Sons, Inc.
    Ft. Myers, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-01
S63 Uniform Securities Agent State Law Examination 2006-06-12
S65 Uniform Investment Adviser Law Examination 1999-01-15
  • S66 Uniform Combined State Law Examination
    2024-04-01
  • S63 Uniform Securities Agent State Law Examination
    2006-06-12
  • S65 Uniform Investment Adviser Law Examination
    1999-01-15
Other Names
  • Jennifer Marie Woods
  • Jennifer Marie Taylor
  • Jennifer M Taylor
  • Jennifer Taylor Woods
  • Jennifer Woods

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.

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DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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