Jordan Mayers is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 26 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
3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305
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Regulatory History (1)
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Customer Dispute
June 2009Settled
Other Business Activities
Jordan owns personal use real estate property through Bakers Bay SSP13 LLC, a private company in the Bahamas, since 2014. This activity requires minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Citigroup Global Markets INC.
May 2003 - December 2008 · 5 yrs 7 mos
Citigroup Global Markets INC.Broker
July 2002 - December 2008 · 6 yrs 5 mos
Goldman, Sachs & CO.Broker
September 1997 - September 2000 · 3 yrs
State Registrations38 states
ALAZCACOCTDCDEFLGAILINKSMAMDMIMSMTNCNJNMNVNYOHOKPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.