Jeffrey Grange is a registered investment advisor at Morgan Stanley, based in Lisle, IL, 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
4225 Naperville Road, Suite 255, Lisle, IL, 60532
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2008Settled
Other Business Activities
Jeffrey serves as a power of attorney since 2021. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
February 2012 - Present · 14 yrs 3 mos
Morgan StanleyBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1998 - February 2012 · 13 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1998 - February 2012 · 13 yrs 6 mos
Citicorp Investment ServicesBroker
May 1997 - August 1998 · 1 yr 3 mos
State Registrations21 states
ARAZCACOFLGAILINMIMNMOMSNCNYOHPASCTNTXWAWI
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.