JD
JD

Jeffrey Deckelbaum

18 Years of Experience
Bethesda, MD
Broker

Jeffrey Deckelbaum is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, with 18 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

7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814

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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

Jeffrey is employed as a lacrosse referee with the Southern Lacrosse Officials Association, a privately owned for-profit business. This takes about half of Jeffrey's time, but none of it during business or trading hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
June 2007 - June 2009 · 2 yrs
Citigroup Global Markets INC.Broker
May 2007 - June 2009 · 2 yrs 1 mo
State Registrations39 states
ALAZCACOCTDCDEFLGAIDILINKSLAMAMDMEMIMNMOMTNCNJNMNVNYOHOKORPASCTNTXUTVAVirgin IslandsWAWVWY
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.
Jeffrey Deckelbaum - Financial Advisor | TrueAdvisor