Jeffrey M Williams
Investment adviser representative at Morgan Stanley
14 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
14 years in the industry.
- Morgan StanleyMar 2025 to now
- UnemployedMay 2024 to Mar 2025
- Equitable Advisors, LLCApr 2024 to May 2024
- UnemployedDec 2023 to Apr 2024
- The Vanguard Group, IncJun 2023 to Dec 2023
- Esperanza Elementary SchoolNov 2022 to May 2023
- Thew Elementary SchoolJul 2022 to Oct 2022
- Whittier Elementary SchoolNov 2021 to May 2022
- Stevenson ElementaryAug 2021 to Oct 2021
- Galveston ElementaryAug 2020 to May 2021
- Arizona Care ProvidersJan 2018 to Oct 2021
- Arizona State UniversityAug 2017 to May 2022
- Arizona Care ProvidersApr 2016 to Nov 2016
- Sprouts Grocery StoreSep 2012 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7747703
- Firm CRD
- 149777