Jeffrey Lozier is a registered investment advisor at Morgan Stanley, based in Kansas City, MO, with 20 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
4520 Main Street, Kansas City, MO, 64111
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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 StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Build Asset Management
April 2019 - March 2021 · 1 yr 11 mos
Lord, Abbett & CO. LLC
April 2009 - May 2018 · 9 yrs 1 mo
Lord Abbett Distributor LLCBroker
August 2008 - May 2018 · 9 yrs 9 mos
Ivy Funds Distributor, INC.Broker
July 2007 - July 2008 · 1 yr
Waddell & Reed, INC.Broker
July 2007 - July 2008 · 1 yr
Mfs Fund Distributors, INC.Broker
November 2005 - April 2007 · 1 yr 5 mos
Federated Investment Counseling
January 2003 - April 2005 · 2 yrs 3 mos
Federated Securities CORP.Broker
October 2002 - April 2005 · 2 yrs 6 mos
State Registrations16 states
AZCAFLILKSMIMONCNYOHOKPASDTXUTWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.