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JED PAUL WOELFLE
CRD#: 2217230
IA
B
MORGAN STANLEYCRD#: 149777 1775 I Street, North West
Suite 200
Washington, DC 20006
Suite 200
Washington, DC 20006
0
Disclosures
32
Years of Experience
View By:
State Registrations
B
Alabama 10/6/2016
B
Montana 10/6/2016
B
Alaska 10/6/2016
B
Nebraska 10/6/2016
B
Arizona 10/6/2016
B
Nevada 10/6/2016
B
Arkansas 10/6/2016
B
New Hampshire 10/6/2016
B
California 10/6/2016
B
New Jersey 6/1/2009
B
Colorado 10/6/2016
B
New Mexico 10/6/2016
B
Connecticut 6/1/2009
B
New York 6/1/2009
B
Delaware 2/12/2015
B
North Carolina 6/1/2009
B
District of Columbia 12/6/2011
B
North Dakota 10/6/2016
IA
District of Columbia 12/9/2011
B
Ohio 10/7/2016
B
Florida 10/6/2016
B
Oklahoma 10/6/2016
B
Georgia 10/6/2016
B
Oregon 10/6/2016
B
Hawaii 10/6/2016
B
Pennsylvania 10/6/2016
B
Idaho 10/6/2016
B
Puerto Rico 10/6/2016
B
Illinois 10/6/2016
B
Rhode Island 10/6/2016
B
Indiana 10/6/2016
B
South Carolina 10/6/2016
B
Iowa 10/6/2016
B
South Dakota 10/6/2016
B
Kansas 10/6/2016
B
Tennessee 10/6/2016
B
Kentucky 10/6/2016
B
Texas 10/6/2016
B
Louisiana 6/1/2009
IA
Texas 10/6/2016
B
Maine 10/6/2016
B
Utah 10/6/2016
B
Maryland 6/1/2009
B
Vermont 10/6/2016
IA
Maryland 6/1/2009
B
Virgin Islands 10/6/2016
B
Massachusetts 10/6/2016
B
Virginia 10/6/2016
B
Michigan 10/6/2016
B
Washington 10/6/2016
B
Minnesota 10/6/2016
B
West Virginia 10/6/2016
B
Mississippi 10/6/2016
B
Wisconsin 10/6/2016
B
Missouri 10/6/2016
B
Wyoming 10/6/2016
SRO Registrations
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B
B
B
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IA
Registered with this firm since 6/1/2009
B
Registered with this firm since 6/1/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/21/2006 - 06/01/2009 | CHARLOTTE, NC | |
B | 02/21/2006 - 06/01/2009 | CHARLOTTE, NC | |
IA | 06/23/2003 - 02/21/2006 | CHESTERTOWN, MD | |
B | 06/23/2003 - 02/21/2006 | CHESTERTOWN, MD | |
IA | 02/02/1999 - 06/20/2003 | VIENNA, VA | |
B | 04/06/1992 - 06/20/2003 | NEW YORK, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.