Jeffrey Chin Won

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-07-30
CA	RA	APPROVED	2009-06-01

TX RA
APPROVED_RES

Since 2018-07-30
CA RA
APPROVED

Since 2009-06-01

Branch Locations

San Diego, CA • United States

400 Capitol Mall Suite 1900, Sacramento, CA 95814 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Sacramento	CA	06/2009	Present
Morgan Stanley Private Bank, N.A.	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley Smith Barney Llc

Sacramento, CA
01/2015 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Sacramento, CA
1998-11-02 → 2007-04-02

Morgan Stanley Dw Inc.

Sacramento, CA

Sacramento, CA

Other Businesses

RENTAL PROPERTY, OWNER; DENVER, CO; START DATE: 07/2016; INVESTMENT RELATED; DURING BUSINESS HOURS- 0, AFTER BUSINESS HORUS- 1; *671942 - Rental Property; Investment Related - No; SAN FRANCISCO, California; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2025; During Business Hours: 0; After Business Hours: 1; Property Management

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-12-08
S63	Uniform Securities Agent State Law Examination	1986-06-13

S65 Uniform Investment Adviser Law Examination

2007-12-08
S63 Uniform Securities Agent State Law Examination

1986-06-13

View on SEC IAPD