Joseph Brad Jorgenson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → 04/2025
  Mml Investors Services, Llc
  Boston, MA
• 05/2024 → 04/2025
  Massmutual Life Insurance Company
  Boston, MA
• 06/2022 → 09/2022
  Paramount Construction Services
  Sterling, VA
• 06/2024 → 08/2024
  4 Leaf Lacrosse
  Hooksett, NH
• 01/2010 → 06/2022
  Unemployed
  Vienna, VA
• 08/2022 → 05/2024
  Student
  North Andover, MA
• 03/2023 → 03/2023
  Northwestern Mutual Investment Services, Llc
  Mc Lean, VA
• 04/2025 → Present
  Morgan Stanley
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-23
• S63 Uniform Securities Agent State Law Examination
  2025-01-23