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Jordan Winterfeld

Financial Advisor @Morgan Stanley

Englewood, CO, US
EMAILS
j••••••••@morganstanley.com
MOBILE NUMBERS
+12•••••••35

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WORK HISTORY

Aug 2020 — Present

Financial Advisor @Morgan Stanley

2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: NMLS # 21•••18 For more information on the designation(s), go to https://advisor.morganstanley.com/klenke-klenke-kaye-o-connor

SKILLS

Outstanding Interpersonal Communication SkillsNetworkingWealth ManagementFinancial AnalysisPresentation SkillsSales ProcessMicrosoft ExcelSeries 6Separately Managed AccountsSeries 65IntuitionAlternative InvestmentsRetirement PlanningAwmaStrategic Financial PlanningInvestmentsMutual FundsEtfsSeries 63Microsoft WordMarketingFinancial Risk ManagementFinraHedge FundsSeries 24EmpathyPublic Speaking401kBusiness DevelopmentSalesSeries 7

ABOUT JORDAN WINTERFELD

Your money should give you freedom, not worry. I help clients see the path ahead clearly…

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