JO
JO

Jeremy Ohlinger

17 Years of Experience
Columbus, OH
Broker

Jeremy Ohlinger is a registered investment advisor at Morgan Stanley, based in Columbus, OH, 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

41 South High Street, Suite 2700, Columbus, OH, 43215

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History

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.

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Other Business Activities

Jeremy owns rental property in Dublin, Ohio since 2017 and is a sole proprietor of Lakeside Maple LLC since 2021. He also serves as a board member and on the finance committee for Northwest Swim Club, dedicating minimal time to this role.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 2008 - June 2009 · 8 mos
Citigroup Global Markets INC.Broker
July 2008 - June 2009 · 11 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeremy Ohlinger - Financial Advisor | TrueAdvisor