JH
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Jeffrey Hylton

33 Years of Experience
Gainesville, GA
1 DisclosureBroker

Jeffrey Hylton is a registered investment advisor at Morgan Stanley, based in Gainesville, GA, with 33 years of industry experience. Jeffrey 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

Gainesville, GA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2017
Settled
Other Business Activities

Jeffrey is the sole proprietor/owner of The Ark at Lake Lanier LLC (since 2013), IPH Investments, LLC (since 2018), and Chateau Lake Lanier, LLC (since 2019), all real estate or rental property businesses. He spends a few hours per week on business development and growth for these ventures.

Employment History
Current Registrations
Morgan Stanley
April 2022 - Present · 4 yrs 6 mos
Morgan Stanley
April 2022 - Present · 4 yrs 6 mos
Morgan StanleyBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1996 - April 2022 · 26 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1993 - April 2022 · 28 yrs 8 mos
F.N. Wolf & CO., INC.Broker
October 1992 - May 1993 · 7 mos
State Registrations23 states
ALAZCACOCTFLGAIAILKYMAMDNCNJNYOHOKSCTNTXVAVTWA
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.
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