Jordan Stevens
Investment adviser representative at Morgan Stanley
13 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
13 years in the industry.
- Morgan StanleyFeb 2026 to now
- UBS Financial Services Inc.Jul 2025 to Jan 2026
- Biy YApr 2025 to May 2025
- Precision Combustion Inc.Oct 2023 to May 2024
- Houlihan Lawrence Wareck D'ostilioJun 2023 to Mar 2025
- University of New HavenAug 2021 to May 2025
- Keller WilliamsSep 2020 to Jun 2023
- InstacartMay 2020 to Jun 2025
- Real Estate SchoolJul 2019 to Jul 2020
- Lim CollegeAug 2018 to Apr 2019
- American International CollegeAug 2017 to May 2018
- Windsor High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8071715
- Firm CRD
- 149777