Jabez WatersCRD Number: 7396182
Current Firm: Morgan Stanley
Jabez Waters (CRD# 7396182) is an Investment Advisor Representative working at Morgan Stanley in Columbia, SC and has 1 year of experience in the finance industry.
Janney Montgomery Scott LLC
Independent Advisor Alliance, LLC
Wells Fargo Clearing Services, LLC
|Morgan Stanley Smith Barney LLC||Columbia, SC||Jul 2021 - Current||< 1|
|Presbyterian College||Clinton, SC||Mar 2019 - May 2021||2|
|Presbyterian College||Clinton, SC||Aug 2017 - May 2021||3|
|Graham B. Bailey, Aams||Woodstock, GA||Aug 2020 - Dec 2020||< 1|
|Mellette Development Properties||Irmo, SC||May 2014 - Dec 2020||6|
|Unemployed||Chapin, SC||Jan 2011 - Apr 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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