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Jeri Salmond

8 Years of Experience
Columbia, SC
Broker

Jeri Salmond is a registered investment advisor at Morgan Stanley, based in Columbia, SC, with 8 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

1320 Main Street, Suite 800, Columbia, SC, 29201

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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

Jeri is an employee at Ladson Presbyterian Church, handling technology and streaming services for about 16 hours per month outside of business hours. Jeri is also a passive investor in Crypto Ceramics, LLC, dedicating minimal time to this venture.

Employment History
Current Registrations
Morgan Stanley
October 2017 - Present · 8 yrs 7 mos
Morgan StanleyBroker
July 2017 - Present · 8 yrs 10 mos
State Registrations28 states
ALAZCACODCDEFLGAILINKSKYLAMDMIMSNCNHNJNVNYPASCTXVAVTVirgin IslandsWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.