Jeffrey Stuart Gerson

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2020-05-15

NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2020-05-15

Branch Locations

One Penn Plaza 43Rd Floor, New York, NY 10119 • United States

Barryville, NY • 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

Organization	City	State	From	To
Citigroup Global Markets Inc.	New York	NY	07/1993	Present
Morgan Stanley Smith Barney	New York	NY	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

07/1993 → Present

Citigroup Global Markets Inc.

New York, NY
06/2009 → Present

Morgan Stanley Smith Barney

New York, NY
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

1.SEVENTH AVENUE TRADE APPAREL; NEW YORK, NY; UNIFORM DESIGN AND FULLFILLMENT; EXECUTOR OF THE ESTATE AND ADDRESS THE CLOSURE AND FULLFILLMENT ISSUES; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 11/2012 2.AJ RIVERVIEW PARTNERS, LLC; INVESTMENT RELATED; NEW YORK/NY; REAL ESTATE ASSET PROTECTION; TITLE: MANAGING MEMBER; START DATE: 3/2009; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 0. 3. *534260 - GERSON; Investment related: No; Barryville, New York; Publishing; Songwriter (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 1; Just a songwriter

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-08-28
S63	Uniform Securities Agent State Law Examination	1987-05-27

S65 Uniform Investment Adviser Law Examination

1992-08-28
S63 Uniform Securities Agent State Law Examination

1987-05-27