Jordan Ramsey

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

• 05/2022 → 08/2022
  Gracepoint Wellness
  Tampa, FL
• 09/2021 → 01/2022
  Advent Health
  Tampa, FL
• 09/2021 → 03/2022
  Rasmussen University
  Brandon, FL
• 06/2024 → 07/2024
  Unemployed
  Tampa, FL
• 01/2019 → 10/2019
  Publix
  Riverview, FL
• 03/2022 → 05/2022
  Unemployed
  Riverview, FL
• 07/2024 → 09/2024
  Fidelity Investments
  Sarasota, FL
• 06/2014 → 08/2016
  In School/Lennard High School
  Ruskin, FL
• 10/2022 → 06/2024
  Bank Of America
  Apollo Beach, FL
• 08/2022 → 10/2022
  Cove Behavioral Health
  Tampa, FL
• 06/2020 → 09/2021
  Veteran'S Affairs Hospital
  Tampa, FL
• 01/2019 → 08/2020
  University Of South Fl
  Tampa, FL
• 09/2019 → 10/2019
  Moffit Cancer Center
  Tampa, FL
• 06/2017 → 01/2019
  Freedom Plaza Assisted Living
  Sun City Center, FL
• 08/2016 → 06/2017
  Winn Dixie Southeastern Grocers
  Apollo Beach, FL
• 02/2025 → Present
  Morgan Stanley
  Tampa, FL
• 09/2024 → 10/2024
  Unemployed
  Tampa, FL
• 10/2024 → 02/2025
  Bank Of America
  Riverview, FL

Other Businesses

*632114 - No Brakes Promotions LLC; Investment related - No; Riverview, Florida; DJ, Lighting, and Equipment Services; Officer (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 32; Labor/Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-24
• S63 Uniform Securities Agent State Law Examination
  2023-12-30