JH
JH
Jeffrey Hartman is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 44 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
61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 1993Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 2002 - June 2009 · 6 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1989 - July 1993 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1982 - March 1989 · 6 yrs 9 mos
Moore & Schley, Cameron & CO.Broker
June 1981 - June 1982 · 1 yr
State Registrations24 states
ALCACOCTDEFLGAILINMAMDMENCNHNJNMNYOHOKPASCSDTXVA
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.