Jeffrey A Holzbach
Investment adviser representative at Morgan Stanley
29 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Morgan StanleySep 2021 to now
- E*trade Securities, LLCNov 2021 to Sep 2023
- Schwab Private Client Investment Advisory, IncJan 2012 to Jan 2021
- Charles Schwab & Co., Inc.Nov 1997 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2752350
- Firm CRD
- 149777