JG
JG
Jeffrey Goodstein is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 22 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
28 State Street 26th Floor, Boston, MA, 02110
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Regulatory History (1)
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Customer Dispute
January 2020Settled
Employment History
Current Registrations
Morgan Stanley
February 2020 - Present · 6 yrs 3 mos
Morgan StanleyBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
November 2012 - February 2020 · 7 yrs 3 mos
UBS Financial Services INC.Broker
August 2007 - February 2020 · 12 yrs 6 mos
Citigroup Global Markets INC.Broker
January 2004 - August 2007 · 3 yrs 7 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMSNCNHNJNMNVNYOHOKORPARISCTNTXVAVTWAWI
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.