Jeremy Kittoe is a registered investment advisor at Morgan Stanley, based in Green Bay, WI, 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
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Location
111 North Washington Street, Suite 410, Green Bay, WI, 54301
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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 StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2019 - September 2022 · 3 yrs 7 mos
Northwestern Mutual Investment Services,llc
February 2019 - September 2022 · 3 yrs 7 mos
Scottrade Investment Management
February 2017 - March 2018 · 1 yr 1 mo
Scottrade, INC.Broker
November 2000 - March 2018 · 17 yrs 4 mos
Pruco Securities CorporationBroker
March 2000 - October 2000 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.