JB
JB
Jeffrey Barnard is a registered investment advisor at Morgan Stanley, based in Syracuse, NY, with 38 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
250 South Clinton Street, Suite 500, Syracuse, NY, 13202
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Regulatory History (1)
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Customer Dispute
November 2008Closed-No Action
Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
January 1997 - June 2009 · 12 yrs 5 mos
Hartford Equity Sales Company INC.Broker
January 1996 - March 1997 · 1 yr 2 mos
Cna Investor Services, INC.Broker
March 1993 - December 1995 · 2 yrs 9 mos
Cigna Securities, INC.Broker
July 1990 - May 1992 · 1 yr 10 mos
Cigna Securities, INC.Broker
October 1986 - May 1990 · 3 yrs 7 mos
State Registrations33 states
AKAZCACOCTDEFLGAILKSKYMAMDMEMIMOMTNCNENHNJNMNYOKORPASCTXUTVAWAWIWV
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.