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Jeffrey Stevenson

37 Years of Experience
Atlanta, GA
Broker

Jeffrey Stevenson is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 37 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

5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342

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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 a shareholder of Stevenson Asset Management, a real estate firm, since 1991, dedicating minimal time. He also serves as a trustee/co-trustee for multiple trusts and a real estate LLC, spending a few hours per week on these activities.

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.
November 2003 - June 2009 · 5 yrs 7 mos
Citigroup Global Markets INC.
April 2003 - April 2003 · 0 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
February 1989 - July 1993 · 4 yrs 5 mos
The Robinson-Humphrey Company INC.Broker
July 1988 - February 1989 · 7 mos
State Registrations29 states
ALARAZCACOCTDCFLGAIAILINKYLAMIMOMSNCNMNVNYOHORPASCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.