JW
JW

Jeffrey Weekes

40 Years of Experience
Stroudsburg, PA
Broker

Jeffrey Weekes is a registered investment advisor at Morgan Stanley, based in Stroudsburg, PA, with 40 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

701 Main Street 501, 5th Floor, Stroudsburg, PA, 18360

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey serves as a trustee/co-trustee for a trust since May 2022, dedicating minimal time outside business hours. He is also a board member for the College for Financial Planning since April 2024, dedicating minimal time to this role.

Employment History
Current Registrations
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
December 1985 - April 1988 · 2 yrs 4 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.