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About this Advisor
Jeffrey Andrise is a financial advisor operating in Madison, Georgia with 1 year of relevant experience. Andrise is currently employed by Morgan Stanley. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, Morgan Stanley, Morgan Stanley Private Bank, N.A and Georgia State University. Andrise has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Morgan Stanley is a financial advisory business based in Purchase, NY. It has offices in 930 locations and a total of 28,000 employees. It controls $1 trillion in assets across its 2,233,188 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. Morgan Stanley offers a wide assortment 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. Financial advisory fees usually are based on the services offered. Fee types charged by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Morgan Stanley Brokerage Details
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
Jeffrey Andrise Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Morgan Stanley Private Bank, N.A
Georgia State University
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith Inc
*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.
Please visit the SEC profile of Jeffrey Andrise to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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