JB
JB

Jeffrey Breininger

21 Years of Experience
Oakland, CA
Broker

Jeffrey Breininger is a registered investment advisor at Morgan Stanley, based in Oakland, CA, with 21 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

1999 Harrison Street, Suite 2200, Oakland, CA, 94612

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey is a board member of Blue Alliance, a non-profit organization, since 2014. He spends a few hours per week on administrative tasks and check signing/funds disbursements.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
January 2005 - June 2009 · 4 yrs 5 mos
Citigroup Global Markets INC.Broker
November 2004 - June 2009 · 4 yrs 7 mos
State Registrations13 states
AZCACOFLKYMONJNVNYORTXVAWA
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.
Jeffrey Breininger - Financial Advisor | TrueAdvisor