JL
JL
Jeffery Lewis is a registered investment advisor at Morgan Stanley, based in Greenville, DE, with 50 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
500 DuPont Field Blvd., Suite 300, Greenville, DE, 19807
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 1988Settled
Other Business Activities
Jeffery is a board member at Congregation Beth Shalom since 2003, dedicating minimal time. He also owns a racehorse since 2015, which races for purses.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1989 - December 2008 · 19 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - December 2008 · 30 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
November 1975 - September 1978 · 2 yrs 10 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.