Mary Jo Kloezeman

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

• 09/2016 → Present
  Morgan Stanley
  Burlingame, CA
• 02/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-06-01 → 2016-07-06
  Morgan Stanley
  Palo Alto, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palo Alto, CA
• 1998-11-02 → 2007-04-02
  Morgan Stanley Dw Inc.
  Palo Alto, CA
  Portola Valley, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-02-28
• S63 Uniform Securities Agent State Law Examination
  1985-08-29

Other Names

• Mary Joline Archer
• Mary Josephine Archer
• Mary Joline Archer
• Mary Joline Kloezeman
• Mary Jo Kloezeman
• Mary Jo Kloezeman
• Mary Jo Jo Kloezeman