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Jaclyn N Cervone

Morgan Stanley

Hunt Valley, MD

CRD 6858904

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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 2021-03-11
MD RA APPROVED 2021-02-26
  • TX RA
    APPROVED
    Since 2021-03-11
  • MD RA
    APPROVED
    Since 2021-02-26

Branch Locations

303 International Circle Suite 500, Hunt Valley, MD 21030 • 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
Valmark Financial Group Akron OH 02/2018 02/2021
Executive Staffing Company Cuyahoga Falls OH 09/2017 01/2018
The Game Bar And Grill Akron OH 04/2017 09/2017
Kohl's Akron OH 12/2016 11/2017
Apartment Services, Inc. Hunt Valley MD 03/2014 10/2016
Unemployed Akron OH 11/2016 12/2016
Rubber City Concessions Akron OH 04/2018 02/2021
Morgan Stanley Hunt Valley MD 02/2021 Present
  • 02/2018 → 02/2021
    Valmark Financial Group
    Akron, OH
  • 09/2017 → 01/2018
    Executive Staffing Company
    Cuyahoga Falls, OH
  • 04/2017 → 09/2017
    The Game Bar And Grill
    Akron, OH
  • 12/2016 → 11/2017
    Kohl's
    Akron, OH
  • 03/2014 → 10/2016
    Apartment Services, Inc.
    Hunt Valley, MD
  • 11/2016 → 12/2016
    Unemployed
    Akron, OH
  • 04/2018 → 02/2021
    Rubber City Concessions
    Akron, OH
  • 02/2021 → Present
    Morgan Stanley
    Hunt Valley, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-07
  • S66 Uniform Combined State Law Examination
    2020-08-07
Other Names
  • Jaclyn Nicole Cervone

View on SEC IAPD

Nearby Firms

BAY HARBOR WEALTH MANAGEMENT, LLC
ABS CAPITAL PARTNERS, INC.
GROFF WEALTH MANAGEMENT

Nearby Investors

Andrew Benjamin Anthony
LANCE REID SCOTT
JOHN FRANCIS MORAN

Nearby Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

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