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Andrew Robert Jones

Morgan Stanley

Greenville, DE

CRD 6750799

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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
PA RA APPROVED 2022-02-10
TX RA APPROVED 2021-05-12
DE RA APPROVED 2021-04-15
  • PA RA
    APPROVED
    Since 2022-02-10
  • TX RA
    APPROVED
    Since 2021-05-12
  • DE RA
    APPROVED
    Since 2021-04-15

Branch Locations

500 Dupont Field Blvd. Suite 300, Greenville, DE 19807 • 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 Smith Barney Llc Greenville DE 12/2020 Present
Morgan Stanley Wilmington DE 05/2019 08/2019
Morgan Stanley Wilmington DE 05/2017 08/2017
Assured Guaranty New York NY 05/2018 08/2018
Bryant University Smithfield RI 08/2015 08/2020
Unemployed Kennett Square PA 08/2020 12/2020
Morgan Stanley Private Bank, N.A. New York NY 05/2021 Present
  • 12/2020 → Present
    Morgan Stanley Smith Barney Llc
    Greenville, DE
  • 05/2019 → 08/2019
    Morgan Stanley
    Wilmington, DE
  • 05/2017 → 08/2017
    Morgan Stanley
    Wilmington, DE
  • 05/2018 → 08/2018
    Assured Guaranty
    New York, NY
  • 08/2015 → 08/2020
    Bryant University
    Smithfield, RI
  • 08/2020 → 12/2020
    Unemployed
    Kennett Square, PA
  • 05/2021 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-15
  • S66 Uniform Combined State Law Examination
    2021-04-15

View on SEC IAPD

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