GJ
GJ
Gary Jefferson
39 Years of Experience
Little Rock, AR
2 DisclosuresBroker
Gary Jefferson is a registered investment advisor at Morgan Stanley, based in Little Rock, AR, with 39 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
2200 North Rodney Parham Road, Suite 100, Little Rock, AR, 72212
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 1992Settled
Customer Dispute
September 1992Award / Judgment
Employment History
Current Registrations
Morgan StanleyBroker
February 2023 - Present · 3 yrs 5 mos
Morgan Stanley
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
January 2009 - March 2023 · 14 yrs 2 mos
UBS Financial Services INC.Broker
January 2009 - March 2023 · 14 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1993 - January 2009 · 15 yrs 6 mos
Citigroup Global Markets INC.
March 1991 - January 2009 · 17 yrs 10 mos
Lehman Brothers INC.Broker
November 1986 - July 1993 · 6 yrs 8 mos
State Registrations29 states
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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.