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Stefan T Jung

Morgan Stanley

San Francisco, CA

CRD 7507818

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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 2023-12-18
CA RA APPROVED 2023-12-13
  • TX RA
    APPROVED
    Since 2023-12-18
  • CA RA
    APPROVED
    Since 2023-12-13

Branch Locations

555 California Street Pwm, San Francisco, CA 94104 • 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 San Francisco CA 04/2023 Present
1495 Jf Llc San Rafael CA 06/2022 08/2022
Autodesk New York NY 05/2021 08/2021
Livingston Ventures New York CA 06/2020 08/2020
1495 Jf Llc San Rafael CA 06/2019 08/2019
Liveperson New York NY 06/2018 08/2018
Student Berkeley CA 08/2006 12/2022
Unemployed San Francisco CA 01/2023 03/2023
  • 04/2023 → Present
    Morgan Stanley
    San Francisco, CA
  • 06/2022 → 08/2022
    1495 Jf Llc
    San Rafael, CA
  • 05/2021 → 08/2021
    Autodesk
    New York, NY
  • 06/2020 → 08/2020
    Livingston Ventures
    New York, CA
  • 06/2019 → 08/2019
    1495 Jf Llc
    San Rafael, CA
  • 06/2018 → 08/2018
    Liveperson
    New York, NY
  • 08/2006 → 12/2022
    Student
    Berkeley, CA
  • 01/2023 → 03/2023
    Unemployed
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-10
  • S66 Uniform Combined State Law Examination
    2023-10-10

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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