Jeff Thibault

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

• 08/2002 → Present
  Citigroup Global Markets Inc.
  Houston, TX
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2002-08-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Houston, TX
  Houston, TX
• 2001-06-01 → 2002-08-08
  J.P. Morgan Securities Inc.
  Houston, TX

Other Businesses

1. JKCS LLC; Investment related; Houston, TX; Rental property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2013; During business hours: 0; After business hours: 1; passive owner

Exams

• S66 Uniform Combined State Law Examination
  2000-04-25
• S63 Uniform Securities Agent State Law Examination
  1994-08-17

Other Names

• Jeffrey Raymond Thibault