JM
JM
Jeffrey Meston is a registered investment advisor at Morgan Stanley, based in Seattle, WA, 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
601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101
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Regulatory History (1)
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Criminal
January 1990Final Disposition
Employment History
Current Registrations
Morgan StanleyBroker
April 2024 - Present · 2 yrs 5 mos
Morgan Stanley
April 2024 - Present · 2 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
August 2007 - April 2024 · 16 yrs 8 mos
UBS Financial Services INC.Broker
July 2007 - April 2024 · 16 yrs 9 mos
State Registrations16 states
AZCAFLHIIDMAMDNENVNYOHORPAUTVAWA
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.