Jeffrey Alan Stein

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Morgan Stanley
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*378746 - Holocaust Museum Houston; Not Investment related; Houston, TX ; Art & Education; Member of the Museum Foundation Committee(proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 0; After business hours: 1; Serving on the Investment Committee. Administer, invest and manage all Foundation property and assets it accepts in accordance with the investment policies adopted from time to time by the Board

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-09-11