Jeffrey Don Mccabe
Investment adviser representative at Morgan Stanley
8 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
8 years in the industry.
- Morgan StanleyJan 2023 to now
- E*trade Capital Management, LLCSep 2019 to Sep 2023
- E*trade Securities LLCSep 2019 to Sep 2023
- Charles Schwab & Co., Inc.Jan 2018 to Sep 2019
- Charles Schwab BankJan 2018 to Sep 2019
- National Planning HoldingsDec 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5445342
- Firm CRD
- 149777