Jeremy Autry is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Morgan StanleyBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - January 2021 · 2 yrs 6 mos
Strategic Advisers LLC
November 2015 - July 2018 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
September 2015 - January 2021 · 5 yrs 4 mos
Lincoln Financial Distributors, INC.Broker
June 2011 - August 2015 · 4 yrs 2 mos
AXA Distributors, LLCBroker
August 1999 - June 2011 · 11 yrs 10 mos
Mission Capital Investment Group, INC.Broker
May 1999 - August 1999 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.