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Jeffrey Sochar

21 Years of Experience
Deland, FL
Broker

Jeffrey Sochar is a registered investment advisor at Morgan Stanley, based in Deland, FL, with 21 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

142 South Woodland Boulevard, Suite 100, Deland, FL, 32720

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey owns rental property since 2015. He also has a trust since 2022, which is investment-related.

Employment History
Current Registrations
Morgan Stanley
November 2015 - Present · 10 yrs 6 mos
Morgan StanleyBroker
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Janus Distributors LLCBroker
April 2005 - September 2015 · 10 yrs 5 mos
First Investors CorporationBroker
April 2002 - October 2002 · 6 mos
State Registrations31 states
ALAZCACOCTDEFLGAHIIAILINLAMAMDMIMONCNHNJNVNYOHOKPASCTNTXVAVTWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.