JD
JD

Jeremy Downs

10 Years of Experience
Ithaca, NY
Broker

Jeremy Downs is a registered investment advisor at Morgan Stanley, based in Ithaca, NY, 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

130 East Seneca Street, Suite 500, Ithaca, NY, 14850

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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 Activities

Jeremy serves as a power of attorney for two individuals since November 2019. These activities do not occur during business hours.

Employment History
Current Registrations
Morgan Stanley
December 2018 - Present · 7 yrs 9 mos
Morgan StanleyBroker
May 2015 - Present · 11 yrs 4 mos
Previous Registrations
Morgan Stanley
September 2015 - December 2017 · 2 yrs 3 mos
State Registrations33 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.
Jeremy Downs - Financial Advisor | TrueAdvisor