Jeffrey Holzbach is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, 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
800 East 96th Street, Indianapolis, IN, 46240
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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 Stanley
October 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 9 mos
Morgan Stanley
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
E*trade Securities LLCBroker
November 2021 - September 2023 · 1 yr 10 mos
Charles Schwab & CO., INC.
January 2021 - September 2021 · 8 mos
Schwab Private Client Investment Advisory, INC.
January 2012 - February 2021 · 9 yrs 1 mo
Charles Schwab & CO., INC.
August 2002 - December 2011 · 9 yrs 4 mos
Charles Schwab & CO., INC.Broker
December 1997 - September 2021 · 23 yrs 9 mos
Federated Securities CORP.Broker
April 1997 - November 1997 · 7 mos
American Express Financial Advisors INC.Broker
June 1996 - January 1997 · 7 mos
Ids Life Insurance CompanyBroker
June 1996 - January 1997 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.