JG
JG

Jeffrey Gaskin

45 Years of Experience
Charlotte, NC
Broker

Jeffrey Gaskin is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 45 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

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

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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 is the Vice Chairperson of the Finance/Investment Committee for Monarch LLC, a non-profit charitable organization. He spends minimal time on business development and growth for this role.

Employment History
Current Registrations
Morgan StanleyBroker
May 2010 - Present · 16 yrs 4 mos
Morgan Stanley
May 2010 - Present · 16 yrs 4 mos
Previous Registrations
UBS Financial Services INC.Broker
July 2007 - June 2010 · 2 yrs 11 mos
UBS Financial Services INC.
July 2007 - June 2010 · 2 yrs 11 mos
Raymond James & Associates, INC.
October 2006 - July 2007 · 9 mos
Raymond James & Associates, INC.Broker
September 2006 - July 2007 · 10 mos
UBS Financial Services INC.
September 1991 - September 2006 · 15 yrs
UBS Financial Services INC.Broker
September 1991 - September 2006 · 15 yrs
Legg Mason Wood Walker, IncorporatedBroker
August 1988 - September 1991 · 3 yrs 1 mo
The Pinnacle Group, INC.Broker
February 1986 - September 1988 · 2 yrs 7 mos
E. F. Hutton & Company INCBroker
July 1983 - March 1986 · 2 yrs 8 mos
Paine, Webber, Jackson & Curtis INC.Broker
December 1980 - July 1983 · 2 yrs 7 mos
State Registrations30 states
ALAZCACOCTDCFLGAKSKYMAMDMEMIMNMOMSNCNHNJNYOKPARISCTNTXVAVTWY
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.