JL
JL

Jay Laflair

19 Years of Experience
Austin, TX
Broker

Jay Laflair is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 19 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

8701 Bee Caves Road, Suite 300, Austin, TX, 78746

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History

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.

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Other Business Activities

Jay owns LaFlair Holdings LLC, a batting cage where he gives baseball lessons to kids on weekends. This takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2010 - Present · 16 yrs 2 mos
Morgan StanleyBroker
May 2010 - Present · 16 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2006 - May 2010 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - May 2010 · 3 yrs 11 mos
State Registrations9 states
CAFLGAILMONCNJPATX
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.
Jay Laflair - Financial Advisor | TrueAdvisor