Jean Beriau, financial advisor New York NY

Jean Beriau

CRD Number: 5286393
Current Firm: Morgan Stanley

Jean Beriau (CRD# 5286393) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 16 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Jul 2022 - Current 1
Morgan Stanley Smith Barney LLC New York, NY May 2022 - Current 1
Bank Of America, N.a. New York, NY Jun 2011 - May 2022 10
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Feb 2007 - May 2022 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Jean C. Beriau
Phone Number: 914-225-5510
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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