Jerry
Mathew

Morgan Stanley

CRD#6217636
Investment Advisor
in Denver, CO

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About this Advisor

Jerry Mathew is a chartered financial analyst who works out of Denver, Colorado, who has 3 years of industry experience. Mathew works at Morgan Stanley. Over the course of their career, Mathew has held roles at J.P. Morgan Securities LLC, J.P. Morgan International, Jpmorgan Chase Bank Na, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Mathew has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado and Texas. Morgan Stanley is an advisory business based out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 people on staff. It oversees $1 trillion in assets under management across its 2,233,188 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. The company performs a number of services, including 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 charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

3 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

Office Location

1550 Market Street Suite 600
Denver, CO 80202

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

CO Average: 88
Total Number of Accounts

2,233,188

CO Average: 3,892
Average Account Size

$530,659

CO Average: $1,917,921

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

Jerry Mathew Work History

Jerry has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Morgan Stanley Smith Barney LLC

2020 - Present (4 years)

Morgan Stanley Private Bank, N.A

2013 - 2020 (7 years)

J.P. Morgan Securities LLC

2013 - 2020 (7 years)

Jpmorgan Chase Bank Na

2010 - 2013 (3 years)

J.P. Morgan International

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jerry Mathew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Janelle Williams
Billings, MT
Dori Stegmann
Saint Louis, MO
Seth Hart
New York, NY
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Johnny Williams
Columbia, SC
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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