Jeffrey Mcglone is a registered investment advisor at Morgan Stanley, based in Fort Myers, FL, 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
7811 University Pointe Drive, Suite 100, Fort Myers, FL, 33907
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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
April 2019 - Present · 7 yrs 1 mo
Morgan StanleyBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2000 - April 2019 · 19 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1999 - April 2019 · 19 yrs 8 mos
State Registrations48 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.