JP
JP

Jeff Plyamm

17 Years of Experience
Woodland Hills, CA
1 DisclosureBroker

Jeff Plyamm is a registered investment advisor at Morgan Stanley, based in Woodland Hills, CA, 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
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Location

21650 Oxnard Street, Suite 1800, Woodland Hills, CA, 91367

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History

Regulatory History (1)
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Customer Dispute
November 2018
Denied
Other Business Activities

Jeff owns multiple rental properties in Ohio and California, dedicating minimal time to administrative tasks outside of business hours. Jeff also serves on the Simi Valley Executive Board of Neighborhood Council, an appointed government position, spending minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2013 - August 2022 · 8 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
September 2013 - August 2022 · 8 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2013 · 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2013 · 11 mos
Chase Investment Services CORP.
January 2010 - October 2012 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
January 2010 - October 2012 · 2 yrs 9 mos
Wells Fargo Investments, LLC
October 2009 - January 2010 · 3 mos
Wells Fargo Investments, LLCBroker
October 2009 - January 2010 · 3 mos
Citigroup Global Markets INC.
June 2008 - May 2009 · 11 mos
Citigroup Global Markets INC.Broker
April 2008 - May 2009 · 1 yr 1 mo
State Registrations10 states
AZCACODENMNVNYTNUTWA
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.