JF
JF

Jan Ferrer

24 Years of Experience
Chicago, IL
Broker

Jan Ferrer is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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
Loading...

Location

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

Get directions

History

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 →
Other Business Activities

Jan is the founder of Ambension, a non-profit organization in the Philippines, since March 2022. Jan dedicates minimal time to business development and growth, both during and after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
May 2010 - Present · 16 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
October 2003 - May 2010 · 6 yrs 7 mos
UBS Financial Services INC.Broker
July 2001 - May 2010 · 8 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jan Ferrer - Financial Advisor | TrueAdvisor