Jeff Richert is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 9 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
10 South Riverside Plaza, Chicago, IL, 60606
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
December 2025 - Present · 5 mos
Morgan Stanley
December 2025 - Present · 5 mos
Previous Registrations
Morningstar Investment Management LLC
May 2025 - December 2025 · 7 mos
Morningstar Investment Services LLCBroker
October 2024 - June 2025 · 8 mos
Morningstar Investment Services LLC
October 2024 - June 2025 · 8 mos
Morgan StanleyBroker
November 2017 - June 2024 · 6 yrs 7 mos
Morgan Stanley
November 2017 - June 2024 · 6 yrs 7 mos
AXA Advisors, LLC
January 2017 - November 2017 · 10 mos
AXA Advisors, LLCBroker
July 2016 - November 2017 · 1 yr 4 mos
State Registrations1 state
IL
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.