Jeffrey Coburn is a CFA-designated registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 18 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
Loading...
Location
1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596
Get directionsHistory
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
April 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
First Republic Securities Company, LLCBroker
May 2014 - May 2023 · 9 yrs
First Republic Investment Management, INC.
April 2014 - May 2023 · 9 yrs 1 mo
Whv Investment Management, INC.
May 2007 - September 2014 · 7 yrs 4 mos
State Registrations36 states
AKALAZCACOCTDEFLGAHIIDILLAMAMDMEMIMNMOMSMTNCNENJNMNVNYOHORPASDTXVAVTWAWY
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.