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Jeffrey Dolejs

Morgan Stanley

Omaha, NE

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-16
NE RA APPROVED 2020-02-12
  • TX RA
    APPROVED_RES
    Since 2022-06-16
  • NE RA
    APPROVED
    Since 2020-02-12

Branch Locations

13625 California Street Suite 400, Omaha, NE 68154 • 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
Securities America, Inc. La Vista NE 06/2014 01/2020
Securities America, Inc. La Vista NE 09/2018 01/2020
Securities America Advisors Omaha NE 08/2019 01/2020
Morgan Stanley Smith Barney Llc Omaha NE 01/2020 Present
Morgan Stanley Private Bank, N.A. New York NY 03/2020 Present
  • 06/2014 → 01/2020
    Securities America, Inc.
    La Vista, NE
  • 09/2018 → 01/2020
    Securities America, Inc.
    La Vista, NE
  • 08/2019 → 01/2020
    Securities America Advisors
    Omaha, NE
  • 01/2020 → Present
    Morgan Stanley Smith Barney Llc
    Omaha, NE
  • 03/2020 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2019-08-15 → 2020-01-03
    Securities America Advisors, Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-14
  • S66 Uniform Combined State Law Examination
    2019-08-14
Other Names
  • Jeffrey Ryan Dolejs

View on SEC IAPD

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