Best Investors Account Sign in

Jeremy Nelson

Morgan Stanley

Gilbert, AZ

Phoenix, AZ

CRD 6823857

Claim This Profile
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 2024-01-03
AZ RA APPROVED 2024-01-02
  • TX RA
    APPROVED_RES
    Since 2024-01-03
  • AZ RA
    APPROVED
    Since 2024-01-02

Branch Locations

400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States

Phoenix, AZ • 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 Chandler AZ 06/2017 12/2023
Esurance San Francisco CA 11/2015 06/2017
Mountain Park Community Church Phoenix AZ 08/2008 12/2016
Bank Of America, N.A. Chandler AZ 11/2017 12/2023
Morgan Stanley Gilbert AZ 12/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-02
  • S66 Uniform Combined State Law Examination
    2017-10-02
Other Names
  • Jeremy Elijah Nelson
  • Jeremy Elijah David Nelson

View on SEC IAPD

Nearby Firms

WATTS GWILLIAM & COMPANY, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

DAVID BRUCE WATTS
MATTHEW CHAD WILLETT
Kimball E Gwilliam

Nearby Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ

More in Gilbert, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor