JG
JG

Jeffrey Goldsmith

25 Years of Experience
Paramus, NJ
Broker

Jeffrey Goldsmith is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 25 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

Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652

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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.

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Other Business Activities

Jeffrey works in guest services as a Mountain Ambassador for Vail Resorts since 2018. This takes minimal time during business hours and no time after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2003 - December 2008 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2003 - December 2008 · 5 yrs 7 mos
UBS Painewebber INC.
April 2002 - June 2003 · 1 yr 2 mos
UBS Painewebber INC.Broker
November 2000 - June 2003 · 2 yrs 7 mos
State Registrations42 states
ALAZCACOCTDCDEFLGAIAIDILKYLAMAMDMIMNMOMSMTNCNENHNJNVNYOHOKPAPRRISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeffrey Goldsmith - Financial Advisor | TrueAdvisor