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Jordan M Shivers

Morgan Stanley

Atlanta, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-21
TX RA APPROVED 2024-06-20
  • GA RA
    APPROVED
    Since 2024-06-21
  • TX RA
    APPROVED
    Since 2024-06-20

Branch Locations

3280 Peachtree Road North East Suite1600, Atlanta, GA 30305 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 08/2009 06/2024
Bank Of America, N.A. Atlanta GA 12/2009 06/2024
Morgan Stanley Smith Barney Llc Atlanta GA 06/2024 Present
Morgan Stanley Private Bank, N.A New York NY 07/2024 Present
  • 08/2009 → 06/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Atlanta, GA
  • 12/2009 → 06/2024
    Bank Of America, N.A.
    Atlanta, GA
  • 06/2024 → Present
    Morgan Stanley Smith Barney Llc
    Atlanta, GA
  • 07/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-07
S63 Uniform Securities Agent State Law Examination 2006-04-12
  • S65 Uniform Investment Adviser Law Examination
    2009-10-07
  • S63 Uniform Securities Agent State Law Examination
    2006-04-12
Other Names
  • Jordan Maxwell Shivers

View on SEC IAPD

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