Jeffrey Gospe is a registered investment advisor at Morgan Stanley, based in Santa Rosa, CA, 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.
3562 Round Barn Circle, 1st Floor, Santa Rosa, CA, 95403
Get directionsNo 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 →Jeffrey is a board member for Rincon Valley Union School District and an advisory board member for Santa Rosa City Schools. He also acts as a landlord for a rental property since September 2023, dedicating minimal time to property management.
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.