Jeremy Martin is a registered investment advisor at Morgan Stanley, based in Newport, RI, with 44 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
284-286 Bellevue Avenue, Newport, RI, 02840
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
March 2005 - June 2009 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
March 2005 - June 2009 · 4 yrs 3 mos
Wachovia Securities, LLCBroker
July 2003 - March 2005 · 1 yr 8 mos
Wachovia Securities, LLC
July 2003 - March 2005 · 1 yr 8 mos
Prudential Securities Incorporated
January 1993 - July 2003 · 10 yrs 6 mos
Prudential Securities IncorporatedBroker
January 1984 - July 2003 · 19 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1982 - February 1984 · 2 yrs 1 mo
State Registrations16 states
AZCACTDCFLKYMAMDNCNHNYOHRISCVAVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.