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Jeremy Patrick Mcpherson

Morgan Stanley

Charlotte, NC

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-05-18
TX RA APPROVED 2023-05-18
  • NC RA
    APPROVED
    Since 2023-05-18
  • TX RA
    APPROVED
    Since 2023-05-18

Branch Locations

13024 Ballantyne Corporate Place Suite 150, Charlotte, NC 28277 • 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
OrganizationCityStateFromTo
Ubs Financial Services Inc. Charlotte NC 11/2008 05/2023
Morgan Stanley Smith Barney Llc Charlotte NC 05/2023 Present
Morgan Stanley Private Bank, N.A New York NY 10/2023 Present
  • 11/2008 → 05/2023
    Ubs Financial Services Inc.
    Charlotte, NC
  • 05/2023 → Present
    Morgan Stanley Smith Barney Llc
    Charlotte, NC
  • 10/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-12
S63 Uniform Securities Agent State Law Examination 1996-10-11
  • S65 Uniform Investment Adviser Law Examination
    2002-07-12
  • S63 Uniform Securities Agent State Law Examination
    1996-10-11
Other Names
  • Jeremy P Mcpherson
  • Jeremy Patrick Mcpherson
  • Jeremy Patrick Mc Pherson

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
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