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Jennifer Elise Caylo

Morgan Stanley

Lawrenceville, NJ

CRD 3164376

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-23
NJ RA APPROVED 2014-10-22
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • NJ RA
    APPROVED
    Since 2014-10-22

Branch Locations

1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Lawrenceville NH 07/2014 Present
Other Businesses

*484247 - Estate ; Investment related - Yes; New York, New York; 04/2015; During business hours: 0; After business hours: 0.1

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-21
S63 Uniform Securities Agent State Law Examination 2001-01-18
  • S66 Uniform Combined State Law Examination
    2014-10-21
  • S63 Uniform Securities Agent State Law Examination
    2001-01-18
Other Names
  • Jennifer Elise Abraham
  • Jennifer Elise Abraham
  • Jennifer Elise Caylo
  • Jennifer Elise Abraham-Caylo

View on SEC IAPD

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Nearby Investors

JASON WILLIAM RICCARDO
ALISON DENIS LONGLEY
DIANA G LUNA

Nearby Offices

MORGAN STANLEY · Lawrenceville, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · LAWRENCEVILLE, NJ
LPL FINANCIAL LLC · LAWRENCE TOWNSHIP, NJ

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