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Jefferson D Chalk

Morgan Stanley Institutional Investment Advisors LLC

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About Jefferson D Chalk

Jefferson Chalk is an Investment Advisor Representative at Morgan Stanley Institutional Investment Advisors LLC, based in Dallas, Texas. Jefferson holds a Series 65 license, obtained in November 2012, and has been in the industry since October 2008. Jefferson is also a Chartered Financial Analyst. The firm's primary office is located in Greenwood Village, Colorado. The firm provides investment advisory services to a variety of clients including pension and profit-sharing plans, corporations and other businesses, and state or municipal government entities.

Firm Information

Jefferson Chalk is currently registered with Morgan Stanley Institutional Investment Advisors LLC. Morgan Stanley Institutional Investment Advisors LLC is an investment advisor headquartered in Greenwood Village, CO. They provide investment policy statement creation and review for 3(21)A and 3(38) ERISA plans, pension consulting, educational seminars, and selection of other advisors. The firm also offers portfolio management services for businesses. As of their latest reporting, the firm manages approximately $7.73 billion in regulatory assets under management for 69 accounts. Their client base includes pension and profit-sharing plans, corporations, state or municipal government entities, and other investment advisors.
Morgan Stanley Institutional Investment Advisors LLC

5299 DTC BLVD., SUITE 1000

GREENWOOD VILLAGE, CO 80111

$7.73B

Assets Under Management

396

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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csc - investment policy statement creation/review for 3(21)a and 3(38) erisa plans

Csc - investment policy statement creation/review for 3(21)a and 3(38) erisa plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jefferson Chalk’s Registration & Firm History

CO

06/25/2024 - Present

Morgan Stanley Institutional Investment Advisors LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 11/09/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jefferson D Chalk.
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