JG
JG

Jay Gelbart

43 Years of Experience
San Diego, CA
Broker

Jay Gelbart is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jay owns two rental properties in San Diego, CA, since 2010. He spends minimal time on this investment-related activity.

Employment History
Current Registrations
Morgan StanleyBroker
February 2016 - Present · 10 yrs 3 mos
Morgan Stanley
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 1987 - February 2016 · 28 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1982 - February 2016 · 33 yrs 10 mos
State Registrations18 states
AKAZCACODEFLIDMDMINHNVNYPASCSDTXVirgin IslandsWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.