Jeffrey StewartCRD Number: 1418572
Current Firm: Morgan Stanley
Jeffrey Stewart (CRD# 1418572) is an Investment Advisor Representative working at Morgan Stanley in Summerland Key, FL and has over 32 years of experience in the finance industry.
Financial Resources Management Corp
Ameriprise Financial Services, Inc.
Lpl Financial LLC
|Morgan Stanley||Naples, FL||Aug 2016 - Current||1|
|Morgan Stanley Private Bank, N.a.||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley||Summerland Key, FL||Oct 2014 - Current||3|
|Morgan Stanley||Dublin, OH||Jun 2009 - Oct 2014||5|
|Citigroup Global Markets Inc.||Dublin, OH||Jul 1993 - Jun 2009||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S65||NASAA Investment Advisors Law Examination||Jan 1992|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- 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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