Jeremiah Staniford Burns

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

• 03/2008 → Present
  Morgan Stanley & Co., Incorporated
  Portland, ME
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Portland, ME
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-03-20 → 2009-06-01
  Morgan Stanley & Co. Llc
  Portland, ME
• 2006-02-02 → 2008-04-03
  Citigroup Global Markets Inc.
  Portland, ME
  Portland, ME

Other Businesses

*588277 - Skye Realty, LLC ; Investment related - Yes ; Falmouth, Maine ; Real Estate ; President(proprietor, partner, officer, director, employee, trustee, agent) ; 12/2000 ; During business hours : 0 ; After business hours : 0 ; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-24
• S63 Uniform Securities Agent State Law Examination
  1983-03-24

Other Names

• Jeremiah Staniford Jr Burns
• Jeremiah Staniford Burns
• Jeremiah Staniford Burns Jr