Years of Experience
5-20+ Years
Jacksonville, FL
0 Disclosures
ADVISOR BIO
Alden Bryanton is a financial advisor with Archer Investment Corp. Alden has been in the industry for over 40 years and has experience in both the insurance and financial services industries. Alden is a Chartered Financial Consultant and holds the Series 1, 63, and 26 securities licenses. Alden focuses on providing financial advice to individuals, investment companies, pension and profit-sharing plans.
SPECIALIZATIONS
Jacksonville, FL
15 Years Experience
0 Disclosures
ADVISOR BIO
Andrea Seebol Smithers is a financial advisor with Morgan Stanley. Andrea has been in the industry since March 2010 and is currently registered in Florida, Texas, and 28 other states. Andrea has a Series 66, Series 7 and SIE license. Andrea has experience providing financial planning services to individuals, businesses, corporations, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Andrea also has experience providing asset allocation advice, educational seminars, and selecting other advisors.
SPECIALIZATIONS
Jacksonville, FL
10 Years Experience
1 Disclosures
ADVISOR BIO
Andrew Beh is a financial advisor at Morgan Stanley. Andrew has been in the industry since October 2015 and has extensive experience in the field. Andrew holds Series 66, SIE, and Series 7 licenses and is registered with the state of Florida. Andrew specializes in a variety of financial services, including asset allocation advice, financial planning, and portfolio management. Andrew's background also includes significant experience in real estate and business development, providing Andrew with a well-rounded perspective on financial matters.
SPECIALIZATIONS
JACKSONVILLE, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Campbell is a financial advisor with Morgan Stanley. Andrew has been in the industry since 2015 and is registered in Florida, Massachusetts, Texas, and Utah. Andrew specializes in working with high-net-worth individuals, corporations, and charitable organizations. Andrew has a broad range of experience in financial planning, portfolio management, and pension consulting. Andrew is committed to providing personalized financial advice and helping clients achieve their financial goals.
SPECIALIZATIONS
Jacksonville, FL
31 Years Experience
0 Disclosures
ADVISOR BIO
Arthur Shad is a registered representative with Morgan Stanley. Arthur has been in the industry since 1994 and is licensed in multiple states, including Florida and Texas. Arthur has worked for Morgan Stanley since 2009 and previously worked at Wachovia Securities, LLC and UBS Financial Services Inc. Arthur provides investment advice for individuals, businesses, and institutions, with a focus on financial planning, portfolio management, and asset allocation.
SPECIALIZATIONS
Jacksonville, FL
46 Years Experience
1 Disclosures
ADVISOR BIO
Barbara Gefen Jaffe is a financial advisor with over 40 years of experience in the industry. Barbara is currently registered as a Registered Representative and an Investment Advisor Representative with Morgan Stanley. Barbara is also registered in 37 states. Previously, Barbara was registered with firms such as Citigroup Global Markets Inc. and Wachovia Securities, LLC. Barbara holds multiple industry licenses, including Series 7, 10, 9, 63, 65, and SIE. Barbara specializes in working with high-net-worth individuals, families, and corporations. Barbara's experience and expertise make her a valuable resource for individuals and families seeking comprehensive financial planning and investment management services.
SPECIALIZATIONS
Jacksonville, FL
29 Years Experience
0 Disclosures
ADVISOR BIO
Bradley Zimmerman is a financial advisor with over 25 years of experience in the industry. Bradley has a Series 7, Series 63 and Series 65 licenses and has been registered with Morgan Stanley since 2009. Before joining Morgan Stanley, Bradley was employed by Citigroup Global Markets Inc. and Wachovia Securities, LLC. Bradley currently has registrations in 39 states, including Florida, Texas, Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Idaho, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Utah, Virgin Islands, Virginia, Washington, Wisconsin, and Wyoming. Bradley also has a Series 65 license and is registered as an investment advisor in Florida and Texas. Bradley specializes in providing investment advice to individuals, high-net-worth individuals, families, businesses, trusts, and charitable organizations.
SPECIALIZATIONS
Jacksonville, FL
23 Years Experience
0 Disclosures
ADVISOR BIO
Brian Schlaks is an investment advisor representative with Morgan Stanley. Brian has been in the financial services industry since August 7, 2002. Brian Schlaks is licensed in multiple states, including Florida, New York and Texas. Prior to joining Morgan Stanley, Brian Schlaks was employed at Citigroup Global Markets Inc. and Lehman Brothers Inc.
SPECIALIZATIONS
Jacksonville, FL
8 Years Experience
0 Disclosures
ADVISOR BIO
Brian Flores Mojica is a registered representative and investment advisor representative with Morgan Stanley. Brian has been in the securities industry since April 24, 2017. Brian holds the Series 7, Series 66, and SIE licenses and has registered with 33 states and 2 states for investment advisory services. Brian was previously registered with UBS Financial Services Inc. from April 25, 2017, to September 13, 2022. Brian works in the Jacksonville branch office of Morgan Stanley.
SPECIALIZATIONS
Jacksonville, FL
20 Years Experience
1 Disclosures
ADVISOR BIO
Byron Estrada is a financial professional with over 17 years of experience in the industry. Byron is currently registered with State Farm Investment Management Corp. and holds licenses in the state of Florida, including a Series 63, Series 65, and Series 6. Byron is also a Chartered Financial Consultant. Byron has previously been registered with NYLIFE SECURITIES LLC.
SPECIALIZATIONS