Jeffrey Kaplan is a registered investment advisor at Morgan Stanley, based in Richmond, VA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is on the Investment Committee for the Richmond Jewish Foundation, a charitable organization. He also serves as a trustee for real estate property in Henrico, VA, dedicating minimal time to each activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations23 states
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