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Jordan Gregory Email & Phone Number
Wealth Management Rotational Anaylst
at
Morgan Stanley
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Rotational Anaylst
Location
Miami, Florida, United States
Company size
Who is Jordan Gregory? Overview
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Quick answer
Jordan Gregory is listed as Wealth Management Rotational Anaylst at Morgan Stanley, a company with 94640 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jordan Gregory.
Jordan Gregory previously worked as Financial Representative at Northwestern Mutual and Sales Development Intern at Vivint. Jordan Gregory holds Bachelor Of Business Administration - Bba, Finance from Florida International University - College Of Business.
Company email context
Email format at Morgan Stanley
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Morgan Stanley
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Profile bio
About Jordan Gregory
Hello! I’m a full-time student in the College of Business at Florida International University, with a diverse background in Wealth Management and Sales. Through my internship with Northwestern Mutual, I work to understand our clients and create financial plans relative to their unique circumstances. My motivation stems from collaborating and empowering others to reach their goals. Looking forward to connecting with likeminded individuals!
Current workplace
Jordan Gregory's current company
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Morgan Stanley
4 roles
Jordan Gregory work experience
A career timeline built from the work history available for this profile.
Financial Representative
Current- Uncovering client needs and providing innovative solutions for individual/business financial planning, relative to their unique circumstances.
- Collaborated with a team of CFP’s to work on a variety of client engagements and develop personalized strategies to solve their critical challenges ie; investments, insurance, retirement/estate planning etc.
- Analyze data/information and present recommendations to clients that have real impact on their business/personal goals.
- Creating connections and building a network to learn from a wide diversity of industry leaders. Participating in extensive training and mentorship to sharpen technical and interpersonal skills.
May 2024 - Present
Sales Development Intern
Aug 2022 - Oct 2023
Inventory Control Specialist
Jan 2020 - Aug 2022
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
KK
Kautilya Kautilya
Colleague at Morgan StanleyKerala, India, India
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AW
Amy Wood, Cfp®
Colleague at Morgan StanleyNew York, New York, United States, United States
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PC
Pratik Chaudhari
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
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AM
Anna Marsillo-Stella
Colleague at Morgan StanleyStaten Island, New York, United States, United States
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SK
Sarah Kopp
Colleague at Morgan StanleyDenver, Colorado, United States, United States
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KE
Kwayne Estrim
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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EA
Eiji Alex Ieno
Colleague at Morgan StanleyTokyo, Japan, Japan
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EM
Elizabeth Mccarthy
Colleague at Morgan StanleyRochester, New York Metropolitan Area, United States
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SD
Subhajit Datta
Colleague at Morgan StanleyAlpharetta, Georgia, United States, United States
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LL
Linda Le
Colleague at Morgan StanleyNew York City Metropolitan Area, United States, United States
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Kautilya Kautilya
Colleague at Morgan StanleyKerala, India, India
View →
AW
Amy Wood, Cfp®
Colleague at Morgan StanleyNew York, New York, United States, United States
View →
PC
Pratik Chaudhari
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
View →
AM
Anna Marsillo-Stella
Colleague at Morgan StanleyStaten Island, New York, United States, United States
View →
SK
Sarah Kopp
Colleague at Morgan StanleyDenver, Colorado, United States, United States
View →
KE
Kwayne Estrim
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
View →
EA
Eiji Alex Ieno
Colleague at Morgan StanleyTokyo, Japan, Japan
View →
EM
Elizabeth Mccarthy
Colleague at Morgan StanleyRochester, New York Metropolitan Area, United States
View →
SD
Subhajit Datta
Colleague at Morgan StanleyAlpharetta, Georgia, United States, United States
View →
LL
Linda Le
Colleague at Morgan StanleyNew York City Metropolitan Area, United States, United States
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1 education record
Jordan Gregory education
FAQ
Frequently asked questions about Jordan Gregory
Quick answers generated from the profile data available on this page.
What company does Jordan Gregory work for?
Jordan Gregory works for Morgan Stanley.
What is Jordan Gregory's role at Morgan Stanley?
Jordan Gregory is listed as Wealth Management Rotational Anaylst at Morgan Stanley.
Where is Jordan Gregory based?
Jordan Gregory is based in Miami, Florida, United States while working with Morgan Stanley.
What companies has Jordan Gregory worked for?
Jordan Gregory has worked for Morgan Stanley, Northwestern Mutual, Vivint, and Amazon.
Who are Jordan Gregory's colleagues at Morgan Stanley?
Jordan Gregory's colleagues at Morgan Stanley include Kautilya Kautilya, Amy Wood, Cfp®, Pratik Chaudhari, Anna Marsillo-Stella, and Sarah Kopp.
How can I contact Jordan Gregory?
You can use AeroLeads to view verified contact signals for Jordan Gregory at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Jordan Gregory attend?
Jordan Gregory holds Bachelor Of Business Administration - Bba, Finance from Florida International University - College Of Business.
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