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Jinfan Hu

Morgan Stanley

New York, NY

CRD 7540735

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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 2023-07-21
NJ RA APPROVED 2023-06-23
NY RA APPROVED 2023-06-22
  • TX RA
    APPROVED
    Since 2023-07-21
  • NJ RA
    APPROVED
    Since 2023-06-23
  • NY RA
    APPROVED
    Since 2023-06-22

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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 New York NY 03/2023 Present
Morgan Stanley New York NY 08/2022 12/2022
Morgan Stanley New York NY 05/2022 08/2022
University Of Illinois Urbana-Champaign Urbana IL 08/2021 12/2022
University Of Illinois Urbana-Champaign Urbana IL 08/2018 05/2021
Nanjing University Of Aeronautics And Astronautics Nanjing 07/2016 06/2018
  • 03/2023 → Present
    New York, NY
  • 08/2022 → 12/2022
    New York, NY
  • 05/2022 → 08/2022
    New York, NY
  • 08/2021 → 12/2022
    University Of Illinois Urbana-Champaign
    Urbana, IL
  • 08/2018 → 05/2021
    University Of Illinois Urbana-Champaign
    Urbana, IL
  • 07/2016 → 06/2018
    Nanjing University Of Aeronautics And Astronautics
    Nanjing
Other Businesses

*570140 - DoorDash ; Investment related - Yes ; San Francisco,California ; Restaurant/Bar/Nightclub ; Contractor(proprietor, partner, officer, director, employee, trustee, agent) ; 9/2023 ; During business hours : 0 ; After business hours : 8 ; Labor/Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2023-06-22

View on SEC IAPD

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