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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Jeffrey Mcconnell Work History
Jeffrey has 21 years of experience.
Johnson & Johnson
Jeffrey Mcconnell has no disclosures.
Please visit their SEC profile for more details.