JC
JC
Jayme Califano is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (1)
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Criminal
March 1998Final Disposition
Other Business Activities
Jayme is a partner at Taylor Palmer LLC, a construction/engineering technology firm, since January 2022. Jayme spends minimal time on this investment-related activity, primarily after business hours, and is involved in investment decisions and advice.
Employment History
Current Registrations
Morgan Stanley
September 2021 - Present · 4 yrs 8 mos
Morgan StanleyBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
July 2010 - September 2021 · 11 yrs 2 mos
UBS Financial Services INC.Broker
June 2010 - September 2021 · 11 yrs 3 mos
UBS Financial Services INC.
January 2007 - August 2009 · 2 yrs 7 mos
UBS Financial Services INC.Broker
May 2006 - August 2009 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
June 2005 - May 2006 · 11 mos
D.C. Capital, LLCBroker
December 2002 - June 2004 · 1 yr 6 mos
State Registrations30 states
AZCACOCTDCDEFLGAIAILLAMAMDMEMINCNHNJNMNVNYOKORPARISCTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.