JG
JG

Jeffrey Gerson

38 Years of Experience
New York, NY
Broker

Jeffrey Gerson is a registered investment advisor at Morgan Stanley, based in New York, 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

One Penn Plaza, 43rd Floor, New York, NY, 10119

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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 the executor of an estate related to Seventh Avenue Trade Apparel, a uniform design and fulfillment business, and is addressing closure and fulfillment issues. He is also a managing member of AJ Riverview Partners, LLC, a real estate asset protection company, and a songwriter. These activities require minimal time.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley
March 2012 - December 2012 · 9 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1987 - July 1993 · 6 yrs 3 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.