JJ
JJ

John Jeffery

15 Years of Experience
Huntsville, AL
Broker

John Jeffery is a registered investment advisor at Morgan Stanley, based in Huntsville, AL, with 15 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

305 Church Street, Huntsville, AL, 35801

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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

John is involved in software development for Solomoon, dedicating minimal time after business hours. He also owns real estate through Atreides LLC in Florence, AL, spending minimal time after business hours.

Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Morgan StanleyBroker
January 2011 - Present · 15 yrs 4 mos
State Registrations27 states
ALAZCACODCFLGAILKSKYLAMDMIMNMOMSNCNMNYOKPASCTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Jeffery - Financial Advisor | TrueAdvisor