Jeramy Heath is a registered investment advisor at Morgan Stanley, based in Torrance, CA, with 26 years of industry experience. Jeramy 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
21250 Hawthorne Boulevard, Suite 650, Torrance, CA, 90503
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Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Jeramy is the sole proprietor/owner of McTIN2b Photography LLC since 2020. He spends minimal time on this activity after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations45 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.
Exams
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