JH
JH

Jeffrey Hollahan

41 Years of Experience
Scottsdale, AZ
Broker

Jeffrey Hollahan is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, 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

14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254

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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 is a board member and treasurer for Helping Parents Heal, a charity/private foundation. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
February 2006 - April 2007 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
October 2000 - March 2006 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
July 1994 - October 2000 · 6 yrs 3 mos
Kidder, Peabody & CO. IncorporatedBroker
December 1990 - July 1994 · 3 yrs 7 mos
Rauscher Pierce Refsnes, INC.Broker
November 1988 - December 1990 · 2 yrs 1 mo
Boettcher & Company, INC.Broker
July 1985 - December 1988 · 3 yrs 5 mos
Fsc Securities CorporationBroker
July 1984 - July 1985 · 1 yr
State Registrations31 states
AZCACOCTDCFLGAHIIDILMAMIMNMSMTNCNDNJNMNVNYOHOKORSCSDTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.