JM
JM

Jeffrey Millikin

18 Years of Experience
Fort Lauderdale, FL
Broker

Jeffrey Millikin is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, 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

350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301

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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 owns rental real estate in Coconut Creek, Florida, since 2006. He spends minimal time on this investment-related activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2019 - Present · 7 yrs 1 mo
Morgan StanleyBroker
August 2019 - Present · 7 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2007 - August 2019 · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - August 2019 · 12 yrs 3 mos
State Registrations32 states
ALARAZCACOFLGAIAILINLAMAMDMEMIMNMSNCNJNYOHOKORPRSCSDTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.