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Jay Landon Hutchcraft

Morgan Stanley

San Luis Obispo, CA

CRD 5140021

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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 2022-06-06
CA RA APPROVED 2022-06-03
  • TX RA
    APPROVED_RES
    Since 2022-06-06
  • CA RA
    APPROVED
    Since 2022-06-03

Branch Locations

1321 Osos Street Suite 210, San Luis Obispo, CA 93401 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Nipomo CA 01/2011 11/2016
Wells Fargo Clearing Services, Llc Nipomo CA 11/2016 06/2022
Morgan Stanley Smith Barney Llc San Luis Obispo CA 06/2022 Present
Morgan Stanley Private Bank, N.A New York NY 07/2022 Present
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Nipomo, CA
  • 11/2016 → 06/2022
    Nipomo, CA
  • 06/2022 → Present
    Morgan Stanley Smith Barney Llc
    San Luis Obispo, CA
  • 07/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2011-01-03 → 2022-06-10
    King City, CA
    Santa Maria, CA
    Santa Maria, CA
    Grover Beach, CA
    San Luis Obispo, CA
    Greenfield, CA
    Nipomo, CA
    San Luis Obispo, CA
  • 2009-03-03 → 2011-01-03
    Wells Fargo Investments, Llc
    Nipomo, CA
    San Luis Obispo, CA
    Santa Maria, CA
    Greenfield, CA
    Grover Beach, CA
    Santa Maria, CA
    King City, CA
  • 2007-04-02 → 2009-03-02
    Morgan Stanley & Co. Llc
    San Luis Obispo, CA
  • 2006-07-24 → 2007-04-02
    Morgan Stanley Dw Inc.
    San Luis Obispo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-21
  • S66 Uniform Combined State Law Examination
    2006-07-21
Other Names
  • Jay Hutchcraft

View on SEC IAPD

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