Donna Rae Jordan

CRD 704575 · Morgan Stanley · Marco Island, FL

IA RegisteredBroker

Also appears in the source record as: Donna R Baron; Donna R Jordan

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63SIESeries 3Series 7Series 1
Registered states (45): Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin
Years in the industry (source record): 46
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 704575 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 (8)

From the source registration record · current first

Morgan StanleyCurrent
Marco Island, FL · IA capacity

Jun 1, 2009 → present
Morgan Stanley & Co. Incorporated
BD capacity

May 16, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
IA capacity

May 16, 2007 → Jun 1, 2009
Ubs Financial Services Inc.
IA capacity

Jun 9, 1994 → Jun 14, 2007
Ubs Financial Services Inc.
BD capacity

Jul 19, 1993 → Jun 14, 2007
Gruntal & Co. Incorporated
BD capacity

Dec 22, 1982 → Jul 20, 1993
John Hancock Mutual Life Insurance Company
BD capacity

Feb 22, 1980 → Apr 18, 1983
John Hancock Distributors, Inc.
BD capacity

Feb 22, 1980 → Apr 15, 1983

Source & corrections

Where this page comes from

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