JG
JG

Jeffrey Gersten

26 Years of Experience
New York, NY
Broker

Jeffrey Gersten is a registered investment advisor at Morgan Stanley, based in New York, NY, with 26 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jeffrey owns 8 Borden Lane LLC, a home bought for personal use in 2017 and rented out for part of the summer since 2019, dedicating minimal time. He is also a co-owner of a rental property with family members since 2022, dedicating minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2025 - Present · 7 mos
Morgan StanleyBroker
October 2025 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2016 - October 2025 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2016 - October 2025 · 9 yrs 2 mos
UBS Financial Services INC.
January 2013 - August 2016 · 3 yrs 7 mos
UBS Financial Services INC.Broker
February 2009 - August 2016 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
July 2002 - February 2009 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - July 2002 · 3 yrs 3 mos
State Registrations34 states
ALCACOCTDCDEFLGAHIILKSKYLAMAMDMEMIMNMSNCNHNJNMNVNYOHPARISCTXVAVirgin IslandsWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.