Jeffrey Heeder is a CFP-designated registered investment advisor at Morgan Stanley, based in Savannah, GA, with 38 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
7402 Hodgson Memorial Drive, Suite 100, Savannah, GA, 31406
Get directionsHistory
Regulatory History
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 →Other Business Activities
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 Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- C MorrisMorgan Stanley
- Justin Parker, CFPMorgan Stanley
- Frank ChisholmMorgan Stanley
- Brian OrrMorgan Stanley
- Casey Roberts, CFPMorgan Stanley
- Marvin Jackson, CFPAbacus Wealth Factors, LLC