Jeffery Stewart is a registered investment advisor at Morgan Stanley, based in Ocala, FL, 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
2303 SOUTH EAST 17th Street, Suite 100, Ocala, FL, 34471
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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 Stanley
January 2021 - Present · 5 yrs 6 mos
Morgan StanleyBroker
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
August 2009 - January 2021 · 11 yrs 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2009 - January 2021 · 11 yrs 5 mos
UBS Financial Services INC.
June 2006 - August 2009 · 3 yrs 2 mos
UBS Financial Services INC.Broker
May 2006 - August 2009 · 3 yrs 3 mos
Edward JonesBroker
May 2001 - May 2006 · 5 yrs
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.