JM
JM

Jeffrey Mohrmann

9 Years of Experience
Colorado Springs, CO
Broker

Jeffrey Mohrmann is a registered investment advisor at Morgan Stanley, based in Colorado Springs, CO, 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

121 South Tejon Street, Suite 700, Colorado Springs, CO, 80903

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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

Jeffrey works as an attorney for Rogue Mountain Law since 2016, dedicating minimal time outside business hours. He also serves on an advisory board for the City of Colorado Springs, spending a few hours per week during business hours reviewing municipal judge candidates.

Employment History
Current Registrations
Morgan Stanley
August 2016 - Present · 9 yrs 9 mos
Morgan StanleyBroker
July 2016 - Present · 9 yrs 10 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.