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Jeremy Michael Downs

Morgan Stanley

Ithaca, NY

CRD 6404910

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-02
NY RA APPROVED 2021-06-16
ME RA APPROVED 2018-12-12
  • TX RA
    APPROVED_RES
    Since 2024-02-02
  • NY RA
    APPROVED
    Since 2021-06-16
  • ME RA
    APPROVED
    Since 2018-12-12

Branch Locations

130 East Seneca Street Suite 500, Ithaca, NY 14850 • 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 12/2015 Present
Morgan Stanley Smith Barney Llc Ithaca NY 11/2015 Present
  • 12/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2015 → Present
    Morgan Stanley Smith Barney Llc
    Ithaca, NY
Other Businesses

*386266 - POA; Power of Attorney; Nov 2019; During business hours: 0; After business hours: 0 *386263 - POA; Nov 2019; Power of Attorney.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-18
  • S66 Uniform Combined State Law Examination
    2015-09-18

View on SEC IAPD

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