Barbara Gefen Jaffe

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Jacksonville, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2008-11-07 → 2009-06-01
  Citigroup Global Markets Inc.
  Jacksonville, FL
• 2003-07-01 → 2008-09-30
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
• 1986-01-08 → 2003-07-01
  Prudential Equity Group, Llc
  Jacksonville, FL

Other Businesses

1. JAFFEE GROUP PARTNERSHIP; YES INVESTMENT RELATED; PARTNER; OWN; NO HOURS DEVOTED; JACKSONVILLE, FL; 01/1995*** 2. AMERICAN ADVERTISING; ONLY A HOLDING COMPANY FOR SOME REMAINING ASSETS; VP, SECRETARY, TREASURER; JACKSONVILLE, FL; 0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 04/2012*** 3. SLG LLC; JACKSONVILLE, FL; FAMILY LIMITED PARTNERSHIP OWNS BILLBOARDS; JACKSONVILLE, FL; 0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 04/2012 4. Partial Owner of Sidlo Family Limited Partnership; real estate; 0 hours after business hours. 5.SIDNEY & LOIS GEFEN FAMILY FOUNDATION; NOT-INVESTMENT RELATED; TAMPA/FL; CHARITY; TITLE: DIRECTOR; START DATE: 7/1986; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 2. 6. Gefen Jaffe Family Foundation; Investment related; Family Foundation; Director (proprietor, partner, officer, director, employee, trustee, agent); Feb 1985; During business hours: 0; After business hours: 0 7. *544673 - Eric Friedheim Family Foundation; Investment related No; Jacksonville, Florida; not for profit private foundation to benefit education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 1.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-19
• S63 Uniform Securities Agent State Law Examination
  1979-09-11

Other Names

• Barbara Gefen Zimmerman
• Barbara Gefen