Jenny De Leon

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

• 02/2021 → 08/2021
  Credit Agricole Securities (Usa) Inc.
  New York, NY
• 05/2019 → 08/2021
  Credit Agricole Corporate And Investment Bank
  Miami, FL
• 06/2011 → 05/2019
  Santander Private Banking
  Miami, FL
• 08/2021 → 02/2022
  Citigroup Global Markets Inc.
  Miami, FL
• 02/2022 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL

Previous Registrations

• 2021-12-10 → 2022-02-25
  Citigroup Global Markets Inc.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-06-25

Other Names

• Jenny Lopez
• Jenys Lopez
• Jenys Alvarez
• Jenys Alvarez Lopez