Jeremy Appleton is a CFP-designated registered investment advisor at Morgan Stanley, based in Middleton, WI, with 24 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
8215 Greenway Boulevard, 4th Floor, Middleton, WI, 53562
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Regulatory History (1)
Regulatory
October 2018Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
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State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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