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RIA / WealthAdvisordual registered (broker-dealer)44 years in industry

JEREMY PETER MARTIN

Advisor at MORGAN STANLEY

NEWPORT, RI

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Search this name across graphsid dfx:ria:75adcc9d-4f4b-f32e-bf82-5772dc3508ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1993 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 1, 1982
First registration: Jan 1, 1993
Dual registered: yes, broker-dealer
IAPD individual key: 1029052

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Jun 1, 2009	n/a	yes	NEWPORT, RI	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Mar 18, 2005	Jun 1, 2009	no	NEWPORT, RI\|NEWPORT, RI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Mar 21, 2005	no	NEWPORT, RI	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Jan 1, 1993	Jul 1, 2003	no	NEWPORT, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
WELLS FARGO ADVISORS	CITIGROUP GLOBAL MARKETS INC.	Mar 21, 2005	Mar 18, 2005	-3	Firm change	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jun 1, 2009 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Mar 18, 2005 to Jun 1, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Mar 21, 2005factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Jan 1, 1993 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.