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Jacqueline Schleimer

Morgan Stanley

Miami, FL

Short Hills, NJ

CRD 5587481

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-08-30
NY RA APPROVED 2021-06-16
FL RA APPROVED 2019-11-22
CT RA APPROVED 2019-08-30
TX RA APPROVED 2019-07-16
  • NJ RA
    APPROVED
    Since 2021-08-30
  • NY RA
    APPROVED
    Since 2021-06-16
  • FL RA
    APPROVED
    Since 2019-11-22
  • CT RA
    APPROVED
    Since 2019-08-30
  • TX RA
    APPROVED
    Since 2019-07-16

Branch Locations

200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, Miami, FL 33131 • United States

150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • 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
J.P Morgan Securities Llc. New York NY 05/2011 07/2019
J.P Morgan Chase Bank New York NY 05/2011 07/2019
Morgan Stanley Miami FL 07/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-29
  • S66 Uniform Combined State Law Examination
    2010-07-29
Other Names
  • Jacqueline Marlene Schleimer

View on SEC IAPD

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