JG
JG
Jeffrey Gillis is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, 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
445 East Lake Street, Suite 320, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2001Closed-No Action
Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
UBS Financial Services INC.Broker
April 2000 - October 2008 · 8 yrs 6 mos
U.S. Bancorp Piper Jaffray INC.Broker
October 1993 - April 2000 · 6 yrs 6 mos
State Registrations30 states
AZCACOCTDCDEFLGAIAIDILKSLAMAMDMEMIMNMTNCNDNJNYOHPASDTXUTVAWI
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.