Jordan David Black
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- Series 65Series 63SIESeries 3Series 7
- Registered states (28)
- Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Maine · Massachusetts · Missouri · Montana · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Texas · Utah · Virginia · Washington
- Years in the industry (source record)
- 32
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 2476058 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- Morgan Stanley
- Firm CRD
- 149777
- SEC number
- 801-70103
- Assets under management
- $2.0T as of Jun 30, 2026
- Website
- www.morganstanley.com ↗
- Phone
- 914-225-5510
- Firm location
- Purchase, NY, 10577-2530
Employment history (9)
From the source registration record · current first
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Jun 23, 2010 → present
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Ubs Financial Services Inc.IA capacityNov 8, 2006 → Jan 25, 2010
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Ubs Financial Services Inc.BD capacityAug 6, 2004 → Jan 25, 2010
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Credit Suisse First BostonIA capacityJan 17, 2003 → Aug 16, 2004
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Credit Suisse First Boston LLCBD capacityNov 13, 2000 → Aug 16, 2004
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Jul 30, 2002 → Jan 17, 2003
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Apr 9, 1997 → Jan 17, 2003
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Bzw Securities Inc.BD capacityJul 5, 1996 → Apr 23, 1997
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Smith Barney Inc.BD capacityMay 6, 1994 → Oct 13, 1995
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.