JE
JE
Jeffrey Elliott is a registered investment advisor at Morgan Stanley, based in Houston, TX, 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
2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056
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Regulatory History (1)
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Customer Dispute
June 2009Closed-No Action
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2009 - June 2009 · 4 mos
Citigroup Global Markets INC.
February 2009 - June 2009 · 4 mos
UBS Financial Services INC.
January 1995 - March 2009 · 14 yrs 2 mos
UBS Financial Services INC.Broker
January 1995 - March 2009 · 14 yrs 2 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1988 - January 1995 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1982 - September 1988 · 6 yrs 6 mos
State Registrations22 states
ARAZCACOCTFLGAILINMDMIMNNCNENMNYOKTXUTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.