Jordan R Bumgardner
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyFeb 2025 to now
- Retirement SolutionsApr 2024 to Dec 2024
- Northwestern Mutual Investment Services LLCMar 2023 to Mar 2024
- Todd GrabnerMar 2023 to Mar 2024
- Northwestern MutualFeb 2023 to Mar 2023
- Fidelity InvestmentsOct 2020 to Feb 2023
- Utah Valley UniversityAug 2020 to Oct 2020
- Go HealthOct 2019 to Oct 2020
- Utah State UniversityAug 2018 to Jul 2019
- Utah Community Credit UnionJul 2018 to Sep 2019
- Sykes EnterprisesMay 2017 to Jul 2018
- Roi SolutionsSep 2016 to Apr 2017
- Utah Valley UniversityAug 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7310562
- Firm CRD
- 149777