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Jeffrey Angold

18 Years of Experience
Kansas City, MO
Broker

Jeffrey Angold is a registered investment advisor at Morgan Stanley, based in Kansas City, MO, 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

4520 Main Street, Kansas City, MO, 64111

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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 is a passive holder of business interests in Woodbridge Lane LLC and Angold Properties LLC since 2016. He is also an investment committee member for Rockhurst Highschool and a member of Angold Family QOF LLC, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan StanleyBroker
November 2012 - Present · 13 yrs 10 mos
Morgan Stanley
November 2012 - Present · 13 yrs 10 mos
Previous Registrations
Securian Financial Services, INC.
June 2008 - November 2012 · 4 yrs 5 mos
Securian Financial Services, INC.Broker
March 2008 - November 2012 · 4 yrs 8 mos
State Registrations39 states
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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.