Jeffrey Towery is a registered investment advisor at Morgan Stanley, based in Boise, ID, with 41 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
101 South Capitol Boulevard, Suite 401, Boise, ID, 83702
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Regulatory History (2)
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Customer Dispute
April 2008Settled
Customer Dispute
March 2008Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
UBS Financial Services INC.
August 2006 - January 2009 · 2 yrs 5 mos
UBS Financial Services INC.Broker
August 2006 - January 2009 · 2 yrs 5 mos
Piper Jaffray & CO.
May 2002 - August 2006 · 4 yrs 3 mos
Piper Jaffray & CO.Broker
November 1998 - August 2006 · 7 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
September 1997 - November 1998 · 1 yr 2 mos
U.S. Bancorp SecuritiesBroker
May 1996 - September 1997 · 1 yr 4 mos
Invest Financial CorporationBroker
April 1992 - May 1996 · 4 yrs 1 mo
Protective Equity Services, INC.Broker
June 1991 - April 1992 · 10 mos
Financial Network Investment CorporationBroker
July 1983 - June 1989 · 5 yrs 11 mos
University Securities CorporationBroker
December 1982 - July 1983 · 7 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.