JC
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Jeffrey Clements is a registered investment advisor at Morgan Stanley, based in Lakeland, FL, with 32 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
225 East LEMON STREET, 1st Floor, Lakeland, FL, 33801
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Regulatory History (1)
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Customer Dispute
September 2002Closed-No Action
Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1993 - May 2022 · 28 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1993 - May 2022 · 28 yrs 7 mos
State Registrations32 states
ALAZCACOCTDEFLGAILINLAMAMDMEMIMNMTNCNHNMNVNYOHORPASCTNTXVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.