Jordan L Boudreau

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

• 10/2022 → Present
  E*Trade Securities Llc
  Temple Terrace, FL
• 09/2021 → Present
  Alpha 1 Logistics
  Saint Petersburg, FL
• 12/2020 → 06/2021
  Earth Fare
  Seminole, FL
• 05/2019 → Present
  Doordash
  Saint Petersburg, FL
• 08/2018 → 08/2020
  Lyft
  Cincinnati, OH
• 05/2022 → 09/2022
  Volley Tequila Seltzer
  Saint Petersburg, FL
• 02/2020 → 12/2020
  Retail Solutions
  Tampa, FL
• 07/2019 → 01/2020
  Sprouts
  Tampa, FL
• 03/2020 → 09/2020
  Sprouts
  Tampa, FL
• 08/2021 → 08/2021
  Target
  Saint Petersburg, FL
• 08/2019 → 10/2019
  Winn-Dixie
  Tampa, FL
• 05/2021 → 06/2021
  Renzo's
  Saint Petersburg, FL
• 11/2020 → 11/2020
  Dr. Bbq
  Saint Petersburg, FL
• 06/2016 → 05/2019
  Fresh Thyme Farmers Market
  Cincinnati, OH
• 05/2022 → 05/2022
  Cracker Barrel
  Saint Petersburg, FL
• 06/2016 → 05/2018
  Cracker Barrel
  Milford, OH
• 02/2020 → 03/2020
  Wcreative Agency
  Clearwater, FL
• 09/2023 → Present
  Morgan Stanley
  Temple Terrace, FL

Other Businesses

*525495: Doordash; Investment related: No; Florida; Automotive/Transportation; Contractor; 02/2022; During business hours: 0; After business hours: 10; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2025-01-06
• S63 Uniform Securities Agent State Law Examination
  2023-02-06