Andrew D Jones
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Andrew D Jones? Claim your profile
Contact this firm
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 StanleySep 2023 to now
- Wells FargoAug 2022 to Aug 2023
- KrogerApr 2022 to Jul 2022
- Planet FitnessAug 2021 to Nov 2021
- Planet FitnessSep 2020 to May 2021
- Eastern Kentucky University (student)Aug 2018 to May 2022
- WalmartMay 2018 to Nov 2018
- Gondolier Italian RestaurantMay 2017 to Feb 2018
- High SchoolJan 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7794124
- Firm CRD
- 149777