Jeffrey Ament is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 35 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
445 East Lake Street, Suite 320, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2001Denied
Other Business Activities
Jeffrey is a sole proprietor/owner of ALTR, LLC since 2017, spending a few hours per week on administrative and accounting tasks. He also owns Blue Ribbons LLC, a horse leasing business, and is treasurer for Jacobs Mill Homeowners Association Inc, dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
RBC Capital Markets Corporation
March 2007 - October 2008 · 1 yr 7 mos
RBC Capital Markets CorporationBroker
March 1998 - October 2008 · 10 yrs 7 mos
Dain Rauscher IncorporatedBroker
January 1996 - March 1998 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1990 - January 1996 · 5 yrs 1 mo
State Registrations41 states
ALARAZCACOCTDCFLGAHIIAILINKSMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORRISCSDTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.