JM
JM

Jeremy Mcdade

26 Years of Experience
Little Rock, AR
Broker

Jeremy Mcdade is a registered investment advisor at Morgan Stanley, based in Little Rock, AR, 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

2200 North Rodney Parham Road, Suite 100, Little Rock, AR, 72212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeremy is a board member for Bauxite School District since 2011, spending minimal time outside of business hours on administrative tasks. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
February 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
January 2000 - February 2023 · 23 yrs 1 mo
UBS Financial Services INC.Broker
December 1999 - February 2023 · 23 yrs 2 mos
State Registrations34 states
AKALARAZCACODEFLGAIAIDILINKSKYLAMAMEMIMNMOMSNCNMNYOHOKPASCTNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.