Profiel
Mr. Jed Finn is a Head of Wealth Management at Morgan Stanley Smith Barney LLC and a Chief Executive Officer & Director at E*TRADE Securities LLC.
He is on the Board of Directors at Morgan Stanley Smith Barney LLC.
Mr. Finn is responsible for all Wealth Management channels, including Morgan Stanley Financial Advisors, E*TRADE and Morgan Stanley at Work.
He is a member of the Morgan Stanley Operating Committee.
He assumed his current role in January 2024.
Previously, he served as Chief Operating Officer of Morgan Stanley Wealth Management, driving overall strategy and business performance, and was also Head of Corporate and Institutional Solutions, which includes Morgan Stanley at Work, a business focused on delivering Equity, Retirement, Deferred Compensation, Executive Services and Saving and Giving solutions to corporations and their employees.
Prior to joining the firm, Mr. Finn was a partner in the Financial Services practice at McKinsey & Company.
He holds a BA from McGill University and an MBA from MIT Sloan.
He serves on the board of Partnership with Children, a non-profit organization focused on assisting at-risk children in New York.
Actieve functies van Jed Finn
| Bedrijven | Functie | Begin |
|---|---|---|
E*TRADE Securities LLC
 E*TRADE Securities LLC Investment Banks/BrokersFinance Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC. | Algemeen Directeur | 01-10-2020 |
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Algemeen Directeur | 01-01-2024 |
Eerdere bekende functies van Jed Finn
| Bedrijven | Functie | Einde |
|---|---|---|
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Algemeen Directeur | 01-01-2021 |
Opleiding van Jed Finn
| McGill University | Undergraduate Degree |
| MIT Sloan School of Management | Masters Business Admin |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
E*TRADE Capital Management LLC
E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Finance |
E*TRADE Securities LLC
E*TRADE Securities LLC Investment Banks/BrokersFinance Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC. | Finance |
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Finance |