Jerry Medved is a registered investment advisor at Morgan Stanley, based in Seattle, WA, with 37 years of industry experience. Jerry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101
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Regulatory History (2)
Customer Dispute
September 1999Customer Dispute
October 1995Other Business Activities
Jerry is an advisory board member for the University of Idaho, College of Business & Economics since October 2018. He dedicates minimal time to this role outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations40 states
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
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