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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Robert Howey is a financial advisor registered with Morgan Stanley in Columbus, Ohio. Jeffery Howey has been in the industry since 1997 and is licensed in several states. He previously worked at Nationwide Investment Services Corporation, Morgan Stanley, Neuberger Berman LLC, Lincoln Financial Distributors, Inc., UMB Financial Services, Inc., Manning & Napier Investor Services, Inc., The Huntington Investment Company, Bisys Fund Services Limited Partnership, SEI Investments Distribution Co. and Dean Witter Reynolds Inc. Jeffery Howey is a Series 7, Series 31, Series 63 and Series 65 licensed advisor. He holds a SIE certification and has a specialization in 1, 2, 3, 4, 5, 6 and 7. Jeffery Howey is associated with Morgan Stanley, an investment firm with offices in Columbus, Ohio. Morgan Stanley has over $1.4 trillion in assets under management and employs over 26,100 registered representatives. Morgan Stanley offers a range of financial services, including investment management, financial planning, retirement planning, and wealth management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
01/19/2025 - Present
Morgan Stanley (Columbus OH)
OH
05/16/2018 - 05/18/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
04/19/2016 - 05/07/2018
MORGAN STANLEY (COLUMBUS OH)
NY
04/15/2014 - 12/04/2015
NEUBERGER BERMAN LLC (NEW YORK NY)
PA
05/29/2007 - 04/07/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MO
08/29/2005 - 05/31/2007
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
12/17/2003 - 11/02/2004
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
OH
05/14/2002 - 11/26/2003
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
ME
10/20/2000 - 03/08/2002
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
PA
02/13/2000 - 09/19/2000
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
ME
08/30/1997 - 09/02/1999
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
NY
07/14/1995 - 08/12/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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