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Jonathan Edmund Striefsky

Morgan Stanley

Duluth, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-08
GA RA APPROVED 2019-09-13
  • TX RA
    APPROVED
    Since 2020-04-08
  • GA RA
    APPROVED
    Since 2019-09-13

Branch Locations

2160 Satellite Blvd Suite 150, Duluth, GA 30097 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 05/2017 09/2019
Vida Cantina Charlotte NC 05/2014 05/2017
City Lights Charlotte NC 06/2016 12/2016
Bank Of America, N.A. Charlotte NC 01/2018 09/2019
Morgan Stanley Duluth GA 09/2019 Present
Morgan Stanley Private Bank, N.A New York NY 10/2019 Present
  • 05/2017 → 09/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Charlotte, NC
  • 05/2014 → 05/2017
    Vida Cantina
    Charlotte, NC
  • 06/2016 → 12/2016
    City Lights
    Charlotte, NC
  • 01/2018 → 09/2019
    Bank Of America, N.A.
    Charlotte, NC
  • 09/2019 → Present
    Morgan Stanley
    Duluth, GA
  • 10/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-15
  • S66 Uniform Combined State Law Examination
    2017-12-15
Other Names
  • Jonathan Striefsky

View on SEC IAPD

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Other Offices

LEGACY PARTNER GROUP · DULUTH, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DULUTH, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DULUTH, GA
PFS INVESTMENTS INC. · DULUTH, GA
LIFEWATER WEALTH MANAGEMENT · DULUTH, GA
AMERIPRISE FINANCIAL SERVICES, LLC · DULUTH, GA
VALIC FINANCIAL ADVISORS, INC. · DULUTH, GA
WELLS FARGO CLEARING SERVICES, LLC · DULUTH, GA

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