Jeffery T Greenleaf
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyMay 2024 to now
- UnemployedOct 2022 to May 2024
- Northwestern MutualSep 2022 to Oct 2022
- UnemployedJul 2022 to Sep 2022
- Bank of America, N.A.May 2022 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to Jul 2022
- UnemployedJan 2018 to Apr 2018
- National Planning CorporationAug 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5287536
- Firm CRD
- 149777