Skip to content

Jordan K Christian

Investment adviser representative at Morgan Stanley
26 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business

Are you Jordan K Christian? Claim your profile

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

26 years in the industry.

  1. Morgan Stanley Private Bank, N.AAug 2026 to now
  2. Morgan StanleyMar 2023 to now
  3. Confluence CapitalJun 2022 to Mar 2023
  4. Tobian Art GalleryAug 2021 to Feb 2022
  5. Extended TravelAug 2021 to Dec 2021
  6. The Resort At Paws UpJun 2021 to Aug 2021
  7. Knightsbridge HoldingsJun 2019 to Aug 2021
  8. University of California Los Angeles (ucla)Sep 2018 to Jun 2022
  9. UnemployedDec 2017 to Jun 2019
  10. Front Street CapitalMar 2017 to Dec 2017
  11. UnemployedJan 2000 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 3 states (DC, NY, 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
7710379
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
CallContact this firm