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Jeffrey Lee Stewart

Morgan Stanley

Summerland Key, FL

Dublin, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-10-23
TX RA APPROVED_RES 2014-02-11
OH RA APPROVED 2009-06-01
  • FL RA
    APPROVED
    Since 2014-10-23
  • TX RA
    APPROVED_RES
    Since 2014-02-11
  • OH RA
    APPROVED
    Since 2009-06-01

Branch Locations

Summerland Key, FL • United States

545 Metro Place South Suite 300, Dublin, OH 43017 • 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 Summerland Key FL 10/2014 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
Morgan Stanley Naples FL 08/2016 Present
  • 10/2014 → Present
    Morgan Stanley
    Summerland Key, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2016 → Present
    Morgan Stanley
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-01-14
S63 Uniform Securities Agent State Law Examination 1985-11-01
  • S65 Uniform Investment Adviser Law Examination
    1992-01-14
  • S63 Uniform Securities Agent State Law Examination
    1985-11-01

View on SEC IAPD

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