Jeremy
Lam

Morgan Stanley

CRD#4808133
Investment Advisor
in Los Angeles, CA
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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

Series 63

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

444 South Flower Street
Los Angeles, CA 90071

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

CA Average: $7,464,549,021
Total Number of Employees

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

CA Average: $1,917,921

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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
  • Other

Jeremy Lam Work History

Jeremy has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, N.A

2015 - Present (4 years)

Morgan Stanley

2014 - 2015 (1 years)

Raymond James & Associates Inc

2014 - 2015 (1 years)

Raymond James Bank

2010 - 2010 (0 years)

Hsbc

2010 - 2014 (4 years)

J.P Morgan Securities Inc

2010 - 2014 (4 years)

Jpmorgan Chase Bank, N.A

2008 - 2009 (1 years)

Gh Capital

Disclosures

Jeremy Lam has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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