Jeffrey Valoria is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
733 Bishop Street, Suite 2800, Honolulu, HI, 96813
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jeffrey works in an administrative role for NJCM Enterprises, a support company, since 2016. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bancwest Investment Services, INC.Broker
State Registrations53 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.