Jay S Hesdorffer

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
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1997-12-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

2. *414555 - Trust; Investment related Yes; Deerfield, IL; Jan 2050; During business hours: 0; After business hours: 0 *176441 - Goldring Woldenberg - Institute of Southern Jewish Life ; Investment related - No ; Jackson ,Mississippi ; Religious ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 11/2016 ; During business hours : 0 ; After business hours : 2 ; Continue to help the organization in their established goals - atttend board meetings 3. *414556 - Trust; Investment related Yes; Deerfield, IL; Jan 2050; During business hours: 0; After business hours: 0 4. *413855 - Trust; Investment related Yes; Deerfield, IL; Trustee; 10/2020; During business hours: 0; After business hours: 0 5. *414551 - Trust; Investment related Yes; Deerfield, IL; Trustee; 01/2050; During business hours: 0; After business hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-16
• S63 Uniform Securities Agent State Law Examination
  1987-05-05