Jeffrey Law is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 17 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
Loading...
Location
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
Get directionsHistory
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 Stanley
July 2025 - Present · 10 mos
Morgan StanleyBroker
July 2025 - Present · 10 mos
Previous Registrations
J.P. Morgan Securities LLC
May 2025 - June 2025 · 1 mo
J.P. Morgan Securities LLCBroker
May 2025 - June 2025 · 1 mo
Truist Investment Services, INC.Broker
May 2023 - April 2025 · 1 yr 11 mos
Truist Advisory Services, INC.
May 2023 - April 2025 · 1 yr 11 mos
Fidelity Personal and Workplace Advisors
April 2020 - February 2023 · 2 yrs 10 mos
Fidelity Brokerage Services LLCBroker
April 2020 - February 2023 · 2 yrs 10 mos
TD Ameritrade Investment Management, LLC
August 2018 - April 2020 · 1 yr 8 mos
TD Ameritrade, INC.Broker
August 2018 - April 2020 · 1 yr 8 mos
TD Ameritrade, INC.
August 2018 - April 2020 · 1 yr 8 mos
Heritage Wealth Advisors
March 2018 - July 2018 · 4 mos
Charles Schwab & CO., INC.
January 2015 - July 2017 · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 2015 - July 2017 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2014 - December 2014 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2014 - December 2014 · 5 mos
Strategic Advisers, INC.
July 2009 - July 2014 · 5 yrs
Fidelity Brokerage Services LLCBroker
September 2007 - July 2014 · 6 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.