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Joshua Reece Zimmerman

Morgan Stanley

Jacksonville, FL

CRD 7766673

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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 2025-02-07
FL RA APPROVED 2024-12-18
  • TX RA
    APPROVED
    Since 2025-02-07
  • FL RA
    APPROVED
    Since 2024-12-18

Branch Locations

50 North Laura Street Suite 2000, Jacksonville, FL 32202 • 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 Jacksonville FL 07/2024 11/2024
Pump It Up Jacksonville FL 11/2017 03/2018
Full-Time Student Jacksonville FL 07/2014 12/2023
Unemployed Jacksonville FL 01/2024 07/2024
Morgan Stanley Jacksonville FL 11/2024 Present
Morgan Stanley Private Bank, N.A New York NY 01/2025 Present
  • 07/2024 → 11/2024
    Morgan Stanley
    Jacksonville, FL
  • 11/2017 → 03/2018
    Pump It Up
    Jacksonville, FL
  • 07/2014 → 12/2023
    Full-Time Student
    Jacksonville, FL
  • 01/2024 → 07/2024
    Unemployed
    Jacksonville, FL
  • 11/2024 → Present
    Morgan Stanley
    Jacksonville, FL
  • 01/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-04
  • S66 Uniform Combined State Law Examination
    2024-10-04
Other Names
  • Josh Zimmerman
  • Joshua R Zimmerman

View on SEC IAPD

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