Jeffrey O'neill is a registered investment advisor at Morgan Stanley, based in San Diego, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a board member on the finance committee for La Jolla Country Day School since 2019. He spends minimal time on this activity, including both business and after-business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Sanford C. Bernstein & CO., INC.Broker
State Registrations18 states
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