JK
JK

Jeffrey Krause

17 Years of Experience
Waukesha, WI
Broker

Jeffrey Krause is a registered investment advisor at Morgan Stanley, based in Waukesha, WI, with 17 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

20975 Swenson Drive, Suite 300, Waukesha, WI, 53186

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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 landlord and director/board member for Krause Properties LLC, managing rental properties since 2013, spending a few hours per week on this activity. He also owns an investment-related rental property on Independence Drive since 2020, dedicating minimal time to property management.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 2008 - June 2009 · 11 mos
Citigroup Global Markets INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
State Registrations45 states
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Exams
No exam information available for this advisor.