JM
JM

Jeffrey Mcconnell

12 Years of Experience
Indianapolis, IN
Broker

Jeffrey Mcconnell is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, with 12 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

800 East 96th Street, Suite 400, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey is a member of the Finance Advisory Board at Michigan State University since 2016. This activity requires minimal time and does not occur during business hours.

Employment History
Current Registrations
Morgan Stanley
April 2015 - Present · 11 yrs 1 mo
Morgan StanleyBroker
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
La Salle St. Securities, INC.Broker
December 1993 - December 1993 · 0 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.