Jeffrey Gage is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 33 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
City National Rochdale
April 2010 - March 2021 · 10 yrs 11 mos
Fsc Securities CorporationBroker
August 1997 - February 2001 · 3 yrs 6 mos
Fsc Securities CorporationBroker
April 1995 - August 1997 · 2 yrs 4 mos
Fsc Securities CorporationBroker
May 1992 - March 1995 · 2 yrs 10 mos
Cigna Securities, INC.Broker
September 1983 - April 1992 · 8 yrs 7 mos
State Registrations28 states
AZCACTDCDEFLGAILKSKYMAMDMNMONCNHNJNVNYOHPARISCTNTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.