Jennifer Marie Raines

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-05-05
PA	RA	APPROVED	2014-04-17

TX RA
APPROVED

Since 2020-05-05
PA RA
APPROVED

Since 2014-04-17

Branch Locations

899 Cassatt Road Suite 100, Berwyn, PA 19312 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Berwyn	PA	06/2009	Present

06/2009 → Present

Morgan Stanley Smith Barney Llc

Berwyn, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-18
S63	Uniform Securities Agent State Law Examination	2005-04-23

S66 Uniform Combined State Law Examination

2019-10-18
S63 Uniform Securities Agent State Law Examination

2005-04-23

Other Names

Jennifer Marie Kiely
Jennifer Marie Liely

View on SEC IAPD

Other Firms

ELLIS INVESTMENT PARTNERS, LLC

GREAT VALLEY ADVISOR GROUP, LLC

CREATIVE PLANNING

TRINITY WEALTH MANAGEMENT, LLC

PRINCIPAL SECURITIES, INC.

CARNEGIE WEALTH MANAGEMENT, LLC

ARKADIOS WEALTH ADVISORS

MAI CAPITAL MANAGEMENT, LLC

Other Investors

Nicholas Woo-Hsiung Sun

JENNIFER ANN GARRETT

CHRISTIAN GRUDE

DAVID YU-WEN SUN

SAMUEL MARCELINO CARPIN

DEREK ALLEN LEMKE

JONATHAN D SMITH

ROSS BRIAN MULDOON

Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA

GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA

GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA

PRINCIPAL SECURITIES, INC. · BERWYN, PA

More in Berwyn, PA

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