Answer a few questions and
get matched with an advisor.
About this Advisor
Jeremy Lam is a financial advisor who works in Los Angeles, California, with 10 years of professional experience. Lam currently works for Morgan Stanley. Throughout their career, Lam has worked at Hsbc, J.P Morgan Securities Inc, Gh Capital, Jpmorgan Chase Bank, N.A, Raymond James & Associates Inc, Raymond James Bank, Morgan Stanley Private Bank, N.A and Morgan Stanley. Lam has a Series 63 license, qualifying them as a securities representative, and is able to serve investors in Texas. Morgan Stanley is a registered investment business headquartered in Los Angeles, California. The firm has offices in 702 locations and a total of 26,000 financial advisors. It has $735 billion in assets between its 1,724,668 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 283 charitable organizations. The business provides a diverse array of services, such as 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. Fees for financial advisory services typically vary depending on the type of services. However, fee types billed by Morgan Stanley may include any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Morgan Stanley Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeremy Lam Work History
Jeremy has 10 years of experience.
Morgan Stanley Private Bank, N.A
Raymond James & Associates Inc
Raymond James Bank
J.P Morgan Securities Inc
Jpmorgan Chase Bank, N.A
Jeremy Lam has no disclosures.
Please visit their SEC profile for more details.