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Jane T Kuntz

Morgan Stanley

Berwyn, PA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-10
PA RA APPROVED 2023-11-16
  • TX RA
    APPROVED
    Since 2024-01-10
  • PA RA
    APPROVED
    Since 2023-11-16

Branch Locations

899 Cassatt Road Suite 100, Berwyn, PA 19312 • 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 Berwyn PA 09/2023 Present
University Of Pennsylvania Philadelphia PA 07/2022 08/2023
Drexel University Philadelphia PA 02/2018 07/2022
Globaldata Plc Boston MA 08/2015 02/2018
Morgan Stanley Private Bank, N.A New York NY 11/2023 Present
  • 09/2023 → Present
    Morgan Stanley
    Berwyn, PA
  • 07/2022 → 08/2023
    University Of Pennsylvania
    Philadelphia, PA
  • 02/2018 → 07/2022
    Drexel University
    Philadelphia, PA
  • 08/2015 → 02/2018
    Globaldata Plc
    Boston, MA
  • 11/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-16
  • S66 Uniform Combined State Law Examination
    2023-11-16

View on SEC IAPD

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Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
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CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA
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