Jeffrey Earl Trapnell

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

• 06/2009 → Present
  Morgan Stanley
  Athens, GA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2003-04-17 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

*376989 - First Presbyterian Church; Investment related No; Church; Endowment Committee Member (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; After business hours: 1 *424671 - Trust; Investment related - Yes; Atlanta, GA; Feb 2021; During business hours: 2; After business hours: 3. *427059 - Trust; Investment related - Yes; Atlanta, GA; Feb 2021; During business hours: 2; After business hours: 3. *442667 - Trust; Investment related - Yes; Atlanta, GA; 06/2021; During business hours: 0; After business hours: 5.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-18
• S63 Uniform Securities Agent State Law Examination
  1996-03-22