Kristie E Jones

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

• 03/2016 → Present
  Morgan Stanley Smith Barney Llc
  Greenwich, CT
• 03/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*486202 - Kappa Kappa Gamma Foundation; Investment related - No; Dublin, Ohio; Fraternal Society, Education; Finance Committee, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent);02/2022; During business hours: 1; After business hours: 1; Administrative, Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2009-10-27

Other Names

• Kristie E Dimitriou