JH
JH

Jeffrey Hylton

33 Years of Experience
Alpharetta, GA
1 DisclosureBroker

Jeffrey Hylton is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 33 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

2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009

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History

Regulatory History (1)
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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 1 mo
Morgan Stanley
April 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
April 2022 - Present · 4 yrs 1 mo
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

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Exams
No exam information available for this advisor.