Jeffrey Heeder is a CFP-designated registered investment advisor at Morgan Stanley, based in Savannah, GA, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7402 Hodgson Memorial Drive, Suite 100, Savannah, GA, 31406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is involved with the Kiwanis Club of Skidaway as an advisory board member, dedicating a few hours per week. He also serves on the advisory board for Savannah State University College of Business, spending minimal time on this activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Chase Investment Services CORP.Broker
Chase Lincoln First Brokerage Services, INC.Broker
Am&m Investment Brokers, INC.Broker
Aplan Securities, INC.Broker
Buttonwood Securities Corporation of MassachusettsBroker
Connecticut Mutual Financial Services, INC.Broker
State Registrations43 states
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