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Jeffrey Springman is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, 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
2200 South Utica Place, Suite 500, Tulsa, OK, 74114
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2023Closed-No Action
Other Business Activities
Jeffrey is a partner at Antler Ridge LLC, an agriculture business in Bixby, Oklahoma, since June 2022. He spends a few hours per week on this investment-related activity after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - September 2022 · 9 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2022 · 9 yrs 11 mos
Chase Investment Services CORP.Broker
October 2011 - October 2012 · 1 yr
Chase Investment Services CORP.
October 2011 - October 2012 · 1 yr
Morgan Stanley Smith Barney LLC
February 2011 - September 2011 · 7 mos
Morgan Stanley Smith BarneyBroker
January 2011 - September 2011 · 8 mos
State Registrations26 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.