Jeff Dear is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 14 years of industry experience. Jeff is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
3 Edison Drive, Alpharetta, GA, 30005
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Regulatory History (1)
Regulatory
February 2013Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
MML Investors Services, LLCBroker
PNC InvestmentsBroker
Wells Fargo Advisors, LLCBroker
State Registrations53 states
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.
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