Jeff Wineka is a registered investment advisor at Morgan Stanley, based in York, PA, with 23 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
221 West Philadelphia Street, Suite 301, York, PA, 17401
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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
October 2025 - Present · 7 mos
Morgan Stanley
October 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLC
June 2021 - October 2025 · 4 yrs 4 mos
LPL Financial LLCBroker
June 2021 - October 2025 · 4 yrs 4 mos
M&t Securities, INC.
August 2016 - June 2021 · 4 yrs 10 mos
M&t Securities, INC.Broker
August 2016 - June 2021 · 4 yrs 10 mos
PNC InvestmentsBroker
May 2013 - July 2016 · 3 yrs 2 mos
PNC Investments
May 2013 - July 2016 · 3 yrs 2 mos
PNC Investments
November 2005 - July 2012 · 6 yrs 8 mos
PNC InvestmentsBroker
July 2005 - July 2012 · 7 yrs
Nationwide Securities, INC.Broker
August 2004 - May 2005 · 9 mos
Thrivent Investment Management INC.Broker
July 2002 - August 2004 · 2 yrs 1 mo
Lutheran Brotherhood Securities CORP.Broker
February 2002 - July 2002 · 5 mos
State Registrations12 states
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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.