Jeffrey
Mcconnell

Morgan Stanley

CRD#2373141
Investment Advisor
in New York, NY
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About this Advisor

Jeffrey Mcconnell is a financial advisor whose office is in New York, New York. Currently a registered advisor with Morgan Stanley, Mcconnell has an impressive 21 years of professional experience. Mcconnell holds Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Mcconnell is registered to work with clients in New Jersey. During their career, Mcconnell has held roles at Morningstar, Morgan Stanley and Johnson & Johnson. Morgan Stanley is based out of New York, New York, and operates out of 702 additional brick-and-mortar locations in the nation. In total, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 client accounts and retains more than 26,000 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley offers 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. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

21 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

522 5Th Avenue
New York, NY 10036

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY 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

Jeffrey Mcconnell Work History

Jeffrey has 21 years of experience.

2013 - Present (6 years)

Morgan Stanley

2010 - 2013 (3 years)

Johnson & Johnson

1997 - 2010 (13 years)

Morningstar

Disclosures

Jeffrey Mcconnell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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