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Jared Soper

24 Years of Experience
Palm Beach, FL
Broker

Jared Soper is a registered investment advisor at Morgan Stanley, based in Palm Beach, FL, with 24 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

450 Royal Palm Way, 5th Floor, Palm Beach, FL, 33480

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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

Jared's wife owns a public relations business, and he dedicates minimal time to it. He is also a board member and on the finance committee for Fishers Island Library, spending minimal time on this activity as well.

Employment History
Current Registrations
Morgan Stanley
October 2014 - Present · 11 yrs 7 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Barclays Capital INC.
January 2009 - November 2014 · 5 yrs 10 mos
Barclays Capital INC.Broker
September 2008 - November 2014 · 6 yrs 2 mos
Lehman Brothers INC.
April 2008 - October 2008 · 6 mos
Lehman Brothers INC.Broker
January 2005 - September 2008 · 3 yrs 8 mos
Evergreen Investment Services, INC.Broker
August 2002 - February 2005 · 2 yrs 6 mos
Offit Funds Distributor, INC.Broker
August 2001 - April 2002 · 8 mos
Brown Brothers Harriman & CO.Broker
October 2000 - March 2001 · 5 mos
State Registrations31 states
AKARCACOCTDCDEFLGAILINMAMDMEMIMNMSMTNCNJNYOHORPAPRSCTXVAVTWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.