Jeffrey Springman is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, with 15 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2200 South Utica Place, Suite 500, Tulsa, OK, 74114
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Regulatory History (1)
Customer Dispute
February 2023Other 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
Morgan Stanley
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations26 states
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
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