Jeremy J Rumps

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Oak Brook, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Oak Brook, IL
• 2000-09-12 → 2007-04-02
  Morgan Stanley Dw Inc.
  Oak Brook, IL
  Oak Brook, IL

Other Businesses

1. Rental Property; Investment related Yes; Glen Ellyn IL; Rental; Owner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2016; During business hours: 0; After business hours: 15 mins per week.

Exams

• S66 Uniform Combined State Law Examination
  1999-05-26

Other Names

• Jeremy James Rumps