JR
JR
Jeremy Rayburn is a registered investment advisor at Morgan Stanley, based in Hauppauge, NY, with 25 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
888 Veterans Memorial Highway, Suite 300, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2005Closed-No Action
Other Business Activities
Jeremy is an officer of I.M.M. Vista Drive LLC, a real estate company, since 2018. He spends minimal time on property management outside of business hours.
Employment History
Current Registrations
Morgan Stanley
August 2020 - Present · 5 yrs 9 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - August 2020 · 7 yrs 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2020 · 7 yrs 10 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Ameriprise Financial Services, INC.Broker
August 2001 - April 2009 · 7 yrs 8 mos
Ids Life Insurance CompanyBroker
August 2001 - July 2006 · 4 yrs 11 mos
Prime Capital Services, INC.Broker
September 2000 - June 2001 · 9 mos
Pruco Securities CorporationBroker
April 2000 - August 2000 · 4 mos
Gaines, Berland INC.Broker
January 2000 - March 2000 · 2 mos
State Registrations22 states
AZCACOCTDCDEFLGAILMAMDNCNJNVNYOHPASCTNVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.