Drew Jardine - Morgan Stanley Financial Advisor - New Orleans, LA
Morgan Stanley
Drew Jardine, CFP, CTFA
Vice President
Financial Advisor
1100 Poydras St. Suite 1900
New Orleans, LA 70163
tel: (504) 582-2708
toll-free: (800) 526-5778 
fax: (504) 582-2488

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations
  • Financial Planning Association - Member
  • American Red Cross - Board Member
    Southeast Louisiana Chapter
  • Junior Achievement of Greater New Orleans
    Former Board Member
  • WYES Educational Television Foundation
    Board Member
  • Audubon Nature Institute
    Board Member
  • Better Business Bureau
    Board Member
    Greater New Orleans
  • Rotary Club - Member
    New Orleans
  • New Orleans MENSA
    Member
  • Investment Committee of United Way
    New Orleans
  • Christian Health Ministries Foundation
    Chairman
    New Orleans
  • New Orleans Estate Planning Council
    Member
  • The Kemper and Leila Williams Foundation
    Board Member
Services
  • Financial Planning
  • Fixed Income
  • Long Term Care Insurance
  • Retirement Planning
  • Wealth Management
  • Philanthropic Services
  • Alternative Investments
  • Cash Management
  • Estate Planning Strategies
  • Access to Lending Services
  • Business Succession Planning
  • Professional Portfolio Management
  • Education Planning
  • Exchange Traded Funds
  • 401(k) Rollovers
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER
  • Certified Trust and Financial Advisor
  • MBA - Finance, 1973
    Georgia State University
  • Bachelor of Arts - Economics, 1969
    Mercer University
  • Series 7 - General Securities Representative
  • Series 24 - General Securities Principal
  • Series 31 - Managed Futures & Commodities
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health, Variable Annuity and Long Term Care Insurance Licensed
Honors and Recognition
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Business Experience
  • Over 30 years experience in New Orleans encompassing Private Banking, Trust, Wealth Management, Commercial Banking and Executive Management Positions

Bulletin Board
  • See September On the Markets from the Global Investment Committee featuring

    “Attitude Matters” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says few investors believe the world can overcome the obstacles it faces. And this attitude, he adds, prevents them from seeing and acting on positive developments.

    “Say What? Biotech Is Cheaper Than Pharma?”  Historically, US biotechnology stocks have traded at a big premium to big European and US pharmaceutical companies because of their much faster growth rate. But now, for a variety of reasons, biotech is on a par with big pharma or even cheaper. Adam Parker, chief US equity strategist for Morgan Stanley & Co., explains how this anomalous behavior came to be.

    "Higher Oil Prices and Reforms Give MLPs a Lift"  Last year, midstream master limited partnerships faced a perfect storm of lower commodity prices, falling US hydrocarbon production and rising interest rates—and the results were brutal. Now, attractive valuation, higher energy prices and industry reforms give MLPs a brighter outlook, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    • Plus, look for more on equities, fixed income and a Q&A with Morgan Stanley Investment Management’s Ruchir Sharma about the changing nature of the emerging markets. 

  • Access your accounts by clicking on Log In To Your Portfolio. While you are there, enroll in E-Delivery and help save some trees!

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Drew Jardine holds the following registrations:
Securities Agent: AR, CA, FL, GA, IL, IN, LA, MA, MD, MS, NC, NY, OH, OK, PA, SC, TX, VA, WA; General Securites Principal; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1253042

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures

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