Jordan H Streisfeld

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2023 → Present
  Morgan Stanley
  New York,, NY
• 06/2021 → 08/2021
  Heritage Management Services, Llc.
  Somers, NY
• 05/2022 → 07/2022
  Morgan Stanley
  Stamford, CT
• 06/2018 → 08/2018
  Stone Fire Restaurant
  Mount Kisco, NY
• 06/2020 → 08/2020
  Stone Fire Restaurant
  Mount Kisco, NY
• 06/2023 → 08/2023
  Unemployed
  Katonah, NY
• 06/2019 → 08/2019
  Stone Fire Restaurant
  Mount Kisco, NY
• 09/2016 → 06/2019
  Somers High School
  Lincolndale, NY
• 08/2019 → 05/2023
  University Of North Carolina At Wilmington
  Wilmington, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-29
• S63 Uniform Securities Agent State Law Examination
  2024-01-24