JW
JW

Jeffrey Westcott

20 Years of Experience
New York, NY
Broker

Jeffrey Westcott is a registered investment advisor at Morgan Stanley, based in New York, NY, 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

55 East 52nd Street, 28th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey is a co-manager of The Planter's Punch, LLC, an entity formed in 2007 for boat ownership and maintenance. He spends a few hours per week on decisions related to the boat.

Employment History
Current Registrations
Morgan Stanley
January 2015 - Present · 11 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
December 2007 - June 2009 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - December 2007 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2005 - December 2007 · 2 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.