JF
JF

Jeffrey Fehrmann

10 Years of Experience
Barrington, IL
BrokerSells Insurance

Jeffrey Fehrmann is a registered investment advisor at Morgan Stanley, based in Barrington, IL, with 10 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

760 West Main Street, Barrington, IL, 60010

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jeffrey is an agent with AGIA selling non-securities insurance products since December 2022. He spends a few hours per week on this activity.

Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr
Morgan StanleyBroker
May 2025 - Present · 1 yr
Previous Registrations
VALIC Financial Advisors, INC.
January 2019 - June 2025 · 6 yrs 5 mos
VALIC Financial Advisors, INC.Broker
January 2019 - June 2025 · 6 yrs 5 mos
J.P. Morgan Securities LLC
January 2017 - November 2018 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
January 2017 - November 2018 · 1 yr 10 mos
OptionshouseBroker
October 2015 - December 2016 · 1 yr 2 mos
First Trust Advisors LP
July 2014 - January 2015 · 6 mos
First Trust Portfolios L.P.Broker
May 2014 - January 2015 · 8 mos
State Registrations38 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.