![]() Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, We are unable to make individual profile updates. ![]() All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. Fee types billed by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services.įees charged by financial advisors usually vary depending on which service is offered. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm provides financial advice to 30,383 charitable organizations. It manages $1 trillion in assets under management between its 2,233,188 customer accounts, placing it among the largest firms in the nation by assets under management. The investment advisory business has offices in 930 locations and a total of 28,000 people on staff. Morgan Stanley is an advisory firm that has its headquarters in Purchase, NY. ![]() Sheaffer has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Over the course of their career, they have held roles at Morgan Stanley Smith Barney LLC, Nanny and Morgan Stanley Private Bank, N.A. Sheaffer is an employee of Morgan Stanley. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC.Jessica Sheaffer is a financial advisor working out of Newport Beach, California, with 7 years of industry experience. Past performance is not an indication of future results. Investors must carefully choose the right advisor or team for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or team and not indicative of future performance or representative of any one client’s experience. Participation in this directory is limited to ranked teams and advisors once placed on a ranking, teams or advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Neither SHOOK nor Forbes receive compensation in exchange for its Top Wealth Management Teams placements or rankings, which are determined independently (see methodology above). Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Data provided by SHOOK ® Research, LLC – Data as of 3/31/22.įorbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including assets under management and revenue generated for their firms.
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