Jeremy Mcpherson is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 28 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
13024 Ballantyne Corporate Place, Suite 150, Charlotte, NC, 28277
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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
May 2023 - Present · 3 yrs
Morgan Stanley
May 2023 - Present · 3 yrs
Previous Registrations
UBS Financial Services INC.Broker
November 2008 - May 2023 · 14 yrs 6 mos
UBS Financial Services INC.
November 2008 - May 2023 · 14 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2001 - November 2008 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1997 - November 2008 · 11 yrs 7 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.