Jeff Mash is a registered investment advisor at Morgan Stanley, based in Bellevue, WA, 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
Loading...
Location
500 108th Avenue, North East, Suite 1900, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (11)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2021Denied
Customer Dispute
February 2003Denied
Customer Dispute
November 2002Denied
Customer Dispute
March 2001Settled
Customer Dispute
July 2000Settled
Customer Dispute
June 2000Settled
Customer Dispute
February 2000Denied
Customer Dispute
January 2000Settled
Customer Dispute
November 1999Denied
Customer Dispute
June 1999Settled
Customer Dispute
April 1998Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 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
Citigroup Global Markets INC.
September 1991 - June 2009 · 17 yrs 9 mos
Lehman Brothers INC.Broker
December 1985 - July 1993 · 7 yrs 7 mos
Foster & Marshall INC.Broker
September 1984 - January 1986 · 1 yr 4 mos
State Registrations39 states
AKALAZCACOCTDCDEFLGAHIIAIDILKSMAMDMEMNMOMTNCNENJNMNVNYOHOKORPARITNTXVAVTWAWIWY
AdvisorBrokerBoth
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
No exam information available for this advisor.