Jennifer Joy Pearson

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

• 03/1994 → Present
  Unemployed
  Eugene, OR
• 06/2009 → Present
  Morgan Stanley Smith Barney
  San Luis Obispo, CA

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Eugene, OR
  San Luis Obispo, CA
• 2003-04-23 → 2007-04-02
  Morgan Stanley Dw Inc.
  Eugene, OR
  Eugene, OR

Other Businesses

*390251 -Investment related Yes; Executor/Co-Executor (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020; During business hours: 0; After business hours: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-24
• S63 Uniform Securities Agent State Law Examination
  1991-10-04

Other Names

• Jennifer Joy Perarson