Jimmy M Laffiteau
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyNov 2023 to now
- Bold CateringJan 2023 to now
- Certa Pro PaintersMay 2022 to Jan 2023
- Dillard'sOct 2021 to May 2022
- Nordstrom'sJul 2021 to Oct 2021
- Dillard'sApr 2020 to Jul 2021
- Carter'sMar 2020 to Apr 2020
- Fedex GroundFeb 2020 to Apr 2020
- Staffing ResourcesOct 2019 to Jan 2020
- Gwinnett County Public SchoolsMar 2019 to Oct 2019
- Pruco Securities, LLCMay 2014 to Mar 2019
- The Prudential Insurance Company of AmericaMay 2014 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6377644
- Firm CRD
- 149777