JB
JB

Jeffrey Bridges

31 Years of Experience
Fort Worth, TX
Broker

Jeffrey Bridges is a registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 31 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

201 Main Street, Suite 1500, Fort Worth, TX, 76102

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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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Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Wachovia Securities, LLCBroker
July 2003 - March 2009 · 5 yrs 8 mos
Wachovia Securities, LLC
July 2003 - March 2009 · 5 yrs 8 mos
Prudential Securities Incorporated
January 1995 - July 2003 · 8 yrs 6 mos
Prudential Securities IncorporatedBroker
January 1995 - July 2003 · 8 yrs 6 mos
State Registrations17 states
ALARAZCACOFLGAILLAMEMTNCNMOKTNTXWA
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 Bridges - Financial Advisor | TrueAdvisor