Jeremy Belnas is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, 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
20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014
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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 Stanley
August 2012 - Present · 13 yrs 11 mos
Morgan StanleyBroker
August 2012 - Present · 13 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - August 2012 · 1 yr 7 mos
Wells Fargo Advisors, LLCBroker
January 2011 - August 2012 · 1 yr 7 mos
Wells Fargo Investments, LLCBroker
May 2004 - January 2011 · 6 yrs 8 mos
Wells Fargo Investments, LLC
May 2004 - January 2011 · 6 yrs 8 mos
Banc of America Investment Services, INC.
March 2003 - June 2004 · 1 yr 3 mos
Banc of America Investment Services, INC.Broker
November 2002 - June 2004 · 1 yr 7 mos
State Registrations19 states
CACODEFLGAHIMDMIMONCNVNYORSCSDTXVAWAWI
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.