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Detailed Report
JONATHAN MATTHEW BYRD
JONATHAN M BYRD
CRD#: 5199162
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 5 Concourse Parkway
Suite 2000
Atlanta, GA 30328
Registration History
200620082010201220142016201820202022202420262 FIRMS2007 - 2019 (11 years)2 FIRMS2019 - Present (5 years)BBANC OF AMERICA INVESTMENT SER... (CRD# 16361)2006 - 2007 (1 year)IABANC OF AMERICA INVESTMENT SER... (CRD# 16361)2007 - 2007 (<1 year)
License(s)

State Registrations

B
Alabama 7/2/2019
B
Montana 1/11/2022
B
Arizona 8/12/2022
B
Nevada 6/14/2019
B
Arkansas 6/14/2019
B
New Jersey 6/26/2019
B
California 6/14/2019
B
New Mexico 6/24/2024
B
Colorado 8/14/2019
B
New York 6/14/2019
B
Connecticut 6/14/2019
B
North Carolina 6/14/2019
B
District of Columbia 6/14/2019
B
Ohio 6/14/2019
B
Florida 6/14/2019
B
Oklahoma 8/14/2024
B
Georgia 6/14/2019
B
Oregon 7/22/2022
IA
Georgia 6/17/2019
B
Pennsylvania 1/19/2024
B
Idaho 9/19/2023
B
South Carolina 6/14/2019
B
Illinois 6/22/2022
B
South Dakota 6/14/2019
B
Kentucky 7/30/2019
B
Texas 6/14/2019
B
Louisiana 6/14/2019
IA
Texas 6/14/2019
B
Maine 1/24/2023
B
Utah 10/4/2019
B
Maryland 6/14/2019
B
Virginia 1/12/2021
B
Massachusetts 6/14/2019
B
Washington 6/14/2019
B
Michigan 1/19/2024
B
Wisconsin 6/14/2019
B
Mississippi 6/14/2019
B
Wyoming 7/9/2024
B
Missouri 1/19/2024

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
5 Concourse Parkway Suite 2000, Atlanta, GA 30328
Registered with this firm since 6/14/2019
B
MORGAN STANLEY (CRD#:149777)
5 Concourse Parkway Suite 2000, Atlanta, GA 30328
Registered with this firm since 6/14/2019
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 11/13/2007 - 06/26/2019 UBS FINANCIAL SERVICES INC. (CRD#:8174) ATLANTA, GA
B
 11/02/2007 - 06/26/2019 UBS FINANCIAL SERVICES INC. (CRD#:8174) ATLANTA, GA
IA
 02/13/2007 - 11/07/2007 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) ATLANTA, GA
B
 09/04/2006 - 11/07/2007 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) ATLANTA, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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
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.