Jerri Kay Wentz

Current Employers

Employment History

• 01/2016 → Present
  Morgan Stanley
  Cincinnatti, OH
• 02/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2004-06-21 → 2016-01-19
  Pnc Wealth Management Llc
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1. TWO RENTAL PROPERTIES, PART OWNER; CINCINNATI, OH; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; START DATE 8/2003 & 3/2008 2. CRUMP LIFE INSURANCE, 4135 NORTH FRONT STREET, HARRISBURG, PA 17110. LIFE, LONG TERM CARE AND DISABILITY INSURANCE SALES AND MARKETING AGENT. NUMBER OF HOURS PER MONTH WILL VARY. SALES OF VARIABLE AND TRADITIONAL LIFE INSURANCE, LONG-TERM CARE AND DISABILITY INSURANCE TO PNC INVESTMENTS' CUSTOMERS. THERE IS AN AGREEMENT BETWEEN CRUMP AND PNC INSURANCE SERVICES, LLC. 3.Rental Property; Cincinnati, OH; Rental; Investment related; Sole Proprietor / Owner / Partner; 05/2017; During business hours: 0; After business hours: 0 5. LLC to manage Real Estate; Non Investment Related; Fayetteville OH; Rental Property; Sole Proprietor / Owner / Partner; Aug/2007; During business hours: 0; After business hours: 1; none, husband manages it 6. *394350 - Wentz Design LLC; Investment related - Yes; Cincinnati, Ohio; Construction/Engineering; Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2004; During business hours: 0; After business hours: 0. *331631 - Wentz Properties l, LLC; Investment related: Yes; Cincinnati, Ohio; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2016; During business hours: 0; After business hours: 0; my husband manages these properties. I am not compensated

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-14
• S63 Uniform Securities Agent State Law Examination
  1991-12-13

Other Names

• Jerri Kay Wentz
• Jerry Kay Bornhoffer
• Jerri K Wentz
• Jerri Kay Bornhoffer