Adam Jordan Zipper

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

• 02/2009 → 07/2020
  J.P Morgan Securities Inc.
  New York, NY
• 10/2010 → 07/2020
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 02/2019 → 02/2019
  Enj Sibs Llc
  Wilmington, DE
• 07/2020 → 04/2023
  First Republic Securities Company, Llc
  New York, NY
• 07/2020 → 04/2023
  First Republic Investment Management, Inc.
  New York, NY
• 04/2023 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 04/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2020-07-31 → 2023-05-01
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  New York, NY
• 2010-02-24 → 2020-08-10
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Other Businesses

*556349 - ENJ SIBS LLC; Investment related-Yes; Park City, Utah; Investment/Finance/Banking; Officer (proprietor, partner, officer, director, employee, trustee, agent); 08/2019; During business hours: 0; After business hours: 0; Check Signing/Funds Disbursements

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-15
• S63 Uniform Securities Agent State Law Examination
  1994-11-03