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Jordan B Lawshe

Morgan Stanley

Reno, NV

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-01
NV RA APPROVED 2024-02-23
  • TX RA
    APPROVED
    Since 2024-03-01
  • NV RA
    APPROVED
    Since 2024-02-23

Branch Locations

5390 Kietzke Lane Suite 200, Reno, NV 89511 • 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
J.P. Morgan Securities Llc Portland OR 12/2021 09/2023
Jpmorgan Chase Bank, N.A. Portland OR 12/2019 09/2023
Maurices Hillsboro OR 01/2017 12/2019
Westamerica Bank Ukiah CA 01/2017 10/2018
Antique Trove Roseville CA 06/2014 01/2017
Unemployed Pilot Hill CA 01/2017 01/2017
Morgan Stanley Reno NV 09/2023 Present
  • 12/2021 → 09/2023
    J.P. Morgan Securities Llc
    Portland, OR
  • 12/2019 → 09/2023
    Jpmorgan Chase Bank, N.A.
    Portland, OR
  • 01/2017 → 12/2019
    Maurices
    Hillsboro, OR
  • 01/2017 → 10/2018
    Westamerica Bank
    Ukiah, CA
  • 06/2014 → 01/2017
    Antique Trove
    Roseville, CA
  • 01/2017 → 01/2017
    Unemployed
    Pilot Hill, CA
  • 09/2023 → Present
    Morgan Stanley
    Reno, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-22
S63 Uniform Securities Agent State Law Examination 2022-04-19
  • S65 Uniform Investment Adviser Law Examination
    2024-02-22
  • S63 Uniform Securities Agent State Law Examination
    2022-04-19
Other Names
  • Jordan Lawshe
  • Jordan Breann Lawshe

View on SEC IAPD

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ELEVAGE PARTNERS, LLC
DISCRETIONARY INC.

Other Investors

LEONARD R WOHLETZ
ANGEL MARIE SANDOVAL
RYAN SCOTT GROSS
JAMES WARREN FRIEDLAN
SUNTALEE KOOZER
MITCHELL J MOUNTAIN
Alexander Mallett
Jared D Marchegger

Other Offices

EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV
DISCRETIONARY INC. · RENO, NV

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