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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Berns is a financial advisor with over 30 years of experience in the industry. Jeffrey has been associated with Morgan Stanley since 2009, after previously working for firms like Citigroup Global Markets Inc., Lehman Brothers Inc., Dean Witter Reynolds Inc. and Prudential-Bache Securities Inc. Jeffrey holds the Series 63, 65, 7 and 31 licenses. Jeffrey currently works in the Morristown office, and is licensed to conduct business in several states including Florida, New Jersey and Texas.
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
NJ
03/11/2020 - Present
Morgan Stanley (Morristown NJ)
NJ
06/17/1991 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NY
04/17/1990 - 07/01/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/31/1989 - 05/03/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
04/18/1989 - 08/07/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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