Jillian Galfi is a registered investment advisor at Morgan Stanley, based in Deerfield, IL, 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
111 South Pfingsten Road, Suite 200, Deerfield, IL, 60015
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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
October 2021 - Present · 4 yrs 7 mos
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2012 - November 2021 · 9 yrs 10 mos
UBS Financial Services INC.
January 2012 - November 2021 · 9 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley & CO. Incorporated
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2009 - June 2009 · 1 mo
Edward Jones
April 2007 - April 2009 · 2 yrs
Edward JonesBroker
October 2006 - April 2009 · 2 yrs 6 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.