Varsha L Jegan

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

• 07/2026 → Present
  Morgan Stanley
  Purchase, NY
• 06/2025 → 08/2025
  Morgan Stanley
  New York , NY
• 07/2024 → 08/2024
  Australian Super
  New York, NY
• 05/2023 → 05/2024
  Playfair Planning Services
  Brooklyn, NY
• 06/2021 → 08/2022
  Chester Ice Cream
  Chester, NY
• 09/2022 → 05/2026
  Barnard College, Columbia University
  New York , NY
• 09/2018 → 06/2022
  Monroe-Woodbury High School
  Central Valley, NY
• 09/2015 → 06/2018
  Monroe-Woodbury Middle School
  Central Valley, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-10
• S63 Uniform Securities Agent State Law Examination
  2026-07-28

Other Names

• Varsha Lakshmi Jegan