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Jessica Elizabeth Whidby

Morgan Stanley

Naples, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-07-12
TX RA APPROVED 2013-06-10
NJ RA APPROVED 2011-06-10
  • FL RA
    APPROVED
    Since 2023-07-12
  • TX RA
    APPROVED
    Since 2013-06-10
  • NJ RA
    APPROVED
    Since 2011-06-10

Branch Locations

8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • 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
Morgan Stanley Private Bank, National Association New York NY 12/2017 Present
Morgan Stanley Naples FL 06/2013 Present
  • 12/2017 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 06/2013 → Present
    Morgan Stanley
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-08
S63 Uniform Securities Agent State Law Examination 2011-05-06
  • S65 Uniform Investment Adviser Law Examination
    2011-06-08
  • S63 Uniform Securities Agent State Law Examination
    2011-05-06
Other Names
  • Jessica Elizabeth Kelly

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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