Jeffrey Blake is a registered investment advisor at Morgan Stanley, based in Kingsport, TN, with 30 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
8 Sheridan Square, Suite 300, Kingsport, TN, 37660
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
August 2015 - Present · 10 yrs 9 mos
Morgan Stanley
August 2015 - Present · 10 yrs 9 mos
Morgan Stanley
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
June 2002 - August 2015 · 13 yrs 2 mos
Wells Fargo Advisors, LLCBroker
June 2002 - August 2015 · 13 yrs 2 mos
Wachovia Securities, INC.
November 2000 - June 2002 · 1 yr 7 mos
Wachovia Securities, INC.Broker
June 2000 - June 2002 · 2 yrs
J.C. Bradford & CO.Broker
December 1995 - June 2000 · 4 yrs 6 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.