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Jeffrey Don McCabe

Morgan Stanley

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About Jeffrey Don McCabe

Jeffrey McCabe is an active broker-dealer and investment advisor representative with Morgan Stanley. Jeffrey is also a licensed investment advisor in Colorado. Jeffrey has been in the financial services industry since March 6, 2008. In addition to Morgan Stanley, Jeffrey has previous experience with E*TRADE Securities LLC, CHARLES SCHWAB & CO., INC., INVEST FINANCIAL CORPORATION, INVESTMENT CENTERS OF AMERICA, INC., NATIONAL PLANNING CORPORATION, SII INVESTMENTS, INC., and JACKSON NATIONAL LIFE DISTRIBUTORS LLC. Jeffrey offers financial planning, portfolio management for individuals, businesses, and investment companies, and other advisory services. Jeffrey has a deep understanding of the financial markets and can help clients reach their financial goals.

Firm Information

Jeffrey McCabe is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Jeffrey McCabe’s Registration & Firm History

CO

09/05/2023 - Present

Morgan Stanley (Denver CO)

CO

10/10/2019 - 09/05/2023

E*TRADE SECURITIES LLC (Greenwood Village CO)

CO

02/28/2018 - 11/07/2019

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

WI

12/11/2015 - 11/10/2017

INVEST FINANCIAL CORPORATION (APPLETON WI)

WI

12/11/2015 - 11/10/2017

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

CO

12/11/2015 - 11/10/2017

NATIONAL PLANNING CORPORATION (DENVER CO)

WI

12/11/2015 - 11/10/2017

SII INVESTMENTS, INC. (APPLETON WI)

CO

11/08/2007 - 11/30/2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

IA

Issued 01/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2017

Series 7 - General Securities Representative Examination

BC

Issued 11/07/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Jeffrey Don McCabe. Review regulatory record here.
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