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Jaclyn Lee

Morgan Stanley

New York, NY

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
CT RA APPROVED 2017-08-31
TX RA APPROVED 2017-08-31
  • NY RA
    APPROVED
    Since 2021-06-16
  • CT RA
    APPROVED
    Since 2017-08-31
  • TX RA
    APPROVED
    Since 2017-08-31

Branch Locations

1 New York Plaza, New York, NY 10004 • 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
Ubs Financial Services Inc. New York NY 04/2014 08/2017
Morgan Stanley New York NY 08/2017 Present
  • 04/2014 → 08/2017
    Ubs Financial Services Inc.
    New York, NY
  • 08/2017 → Present
    Morgan Stanley
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-18
  • S66 Uniform Combined State Law Examination
    2017-05-18
Other Names
  • Jaclyn Shan Martin
  • Jaclyn Martin

View on SEC IAPD

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