Jeff Branch is a registered investment advisor at Morgan Stanley, based in Fresno, CA, 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
5250 North Palm Avenue, Suite 321, Fresno, CA, 93704
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Regulatory History (1)
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Customer Dispute
October 1997Settled
Other Business Activities
Jeff is a partner at Branch Ranch Cattle Co., an agriculture business, since January 2020. He spends minimal time on this activity outside of business hours.
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.Broker
March 2004 - June 2009 · 5 yrs 3 mos
Citigroup Global Markets INC.
March 2004 - June 2009 · 5 yrs 3 mos
UBS Financial Services INC.
October 1998 - April 2004 · 5 yrs 6 mos
UBS Financial Services INC.Broker
September 1998 - April 2004 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1995 - September 1998 · 3 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.