Jeremiah Macnamara is a registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 16 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
3230 Camp Bowie boulevard, Suite 625, Fort Worth, TX, 76107
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
August 2024 - Present · 1 yr 9 mos
Morgan Stanley
August 2024 - Present · 1 yr 9 mos
Previous Registrations
J.P. Morgan Securities LLC
January 2021 - August 2024 · 3 yrs 7 mos
J.P. Morgan Securities LLCBroker
January 2021 - August 2024 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - January 2021 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2016 - January 2021 · 4 yrs 3 mos
J.P. Morgan Securities LLCBroker
February 2015 - September 2016 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
September 2010 - July 2013 · 2 yrs 10 mos
1st Global Capital CORP.Broker
March 2010 - September 2010 · 6 mos
USAA Financial Advisors, INC.Broker
March 2009 - March 2010 · 1 yr
Nylife Securities LLCBroker
April 2007 - August 2008 · 1 yr 4 mos
Ameriprise Financial Services, INC.
August 2006 - September 2006 · 1 mo
Ameriprise Financial Services, INC.Broker
July 2006 - September 2006 · 2 mos
State Registrations20 states
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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.