Jeffrey Downard Olsen

Current Employers

Employment History

• 03/2010 → 10/2023
  Morgan Stanley Smith Barney
  Dallas, TX
• 01/2015 → 10/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2023 → Present
  Raymond James & Associates, Inc.
  Roseville, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2010-03-23 → 2023-10-20
  Morgan Stanley
  Sacramento, CA
  Sacramento, CA
  Dallas, TX
• 2009-03-12 → 2010-03-16
  Wells Fargo Clearing Services, Llc
  Roseville, CA
  Roseville, CA
• 2003-05-09 → 2004-03-12
  Citicorp Investment Services
  La Crescenta, CA
• 2000-04-21 → 2003-05-09
  Citigroup Global Markets Inc.
  Los Angeles, CA

Other Businesses

(1)Name of Business: beatty corp Address: 116 apolena, newport beach, CA, 92662, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President of Board of Directors, member for several years for our family held corporation. We meet once per year to review any royalties and other income that has been received, our expenses and and requests for contracts to drill or explore on the land and mineral rights we have. Meeting lasts about an hour.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-11
• S65 Uniform Investment Adviser Law Examination
  2000-04-07
• S63 Uniform Securities Agent State Law Examination
  1999-09-02

Other Names

• Jeffrey D Olsen