Jeffrey S Embree

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

• 02/2011 → 04/2019
  Ubs Financial Services Inc
  New York, NY
• 04/2019 → Present
  Morgan Stanley
  New York, NY
• 04/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2011-02-24 → 2019-04-18
  Ubs Financial Services Inc.
  New York, NY
  New York, NY
• 2004-09-21 → 2011-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

*458116- Hockey Players in Business; Investment Related No; Cleveland, Ohio; Networking Group; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2021; During Business Hours: 0; After Business Hours: 2; *500738 - New York Athletic Club - Winged Footers Intraclub; Investment related No; New York, New York; Private Athletic Club - Intraclub; Officer (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 2; Event ideas and planning with other officers *687342- Colgate Univertiy - Alumni Council Treasurer; Investment related: No; Hamilton, New York; Education; Officer:Other - Alumni Council Executive Committee - Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 4; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2004-09-20
• S63 Uniform Securities Agent State Law Examination
  1999-01-12

Designations

• Certified Financial Planner

Other Names

• Jeff Embree