JC
JC
Jeffrey Carr
29 Years of Experience
Fort Lauderdale, FL
1 DisclosureBroker
Jeffrey Carr is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 29 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2001Settled
Employment History
Current Registrations
Morgan Stanley
August 2013 - Present · 12 yrs 9 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2007 - June 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.Broker
April 2003 - August 2007 · 4 yrs 4 mos
Garrett Nagle & CO., INC.Broker
January 2002 - February 2003 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1996 - January 2002 · 5 yrs 8 mos
State Registrations31 states
CACTDCDEFLGAHIIAILKYMAMDMEMINCNHNJNMNVNYOHOKPARISCSDTXVAVTWAWV
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.