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Jeffrey Simpson
38 Years of Experience
New Albany, OH
2 DisclosuresBroker
Jeffrey Simpson is a registered investment advisor at Morgan Stanley, based in New Albany, OH, 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
15 South High Street, New Albany, OH, 43054
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Regulatory History (2)
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Customer Dispute
December 2004Closed-No Action
Customer Dispute
March 2001Settled
Other Business Activities
Jeffrey is involved in three real estate ventures: Patterson 193 Properties LLC since 2013, 1683 Wyandotte LLC since 2020, and another rental property since 2022. He spends minimal time on these activities outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
September 2019 - Present · 6 yrs 8 mos
Morgan Stanley
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2007 - September 2019 · 12 yrs 7 mos
UBS Financial Services INC.
February 2007 - September 2019 · 12 yrs 7 mos
Mcdonald Investments INC.
October 2005 - February 2007 · 1 yr 4 mos
Mcdonald Investments INC.Broker
May 2000 - February 2007 · 6 yrs 9 mos
Painewebber IncorporatedBroker
November 1992 - June 2000 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1987 - November 1992 · 5 yrs 2 mos
State Registrations18 states
AZCACODEFLILMINCNVNYOHOKPASCTXUTVAWV
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.