Jeffrey Winkler, financial advisor Grosse Pointe Farms MI
93 score

Jeffrey Winkler

CRD Number: 4432618
Current Firm: Morgan Stanley

Jeffrey Winkler (CRD# 4432618) is an Investment Advisor Representative working at Morgan Stanley in Grosse Pointe Farms, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Boca Raton, FL Jun 2009 - Current 7
Citigroup Global Markets Inc. Boca Raton, FL Apr 2009 - Current 7
Ubs Financial Services Inc. Boca Raton, FL Apr 2002 - Apr 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S66 NASAA Uniform Combined State Law Examination Apr 2002
Contact Info for Jeffrey J. Winkler
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
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 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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