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Jeffrey Ihrig

Morgan Stanley

Middleton, MA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-07-31
TX RA APPROVED 2025-07-31
  • CT RA
    APPROVED
    Since 2025-07-31
  • TX RA
    APPROVED
    Since 2025-07-31

Branch Locations

35 Village Road Suite 601, Middleton, MA 01949 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Bank New York NY 07/2012 07/2023
First Republic Securities Company, Llc New York NY 07/2013 10/2023
J.P. Morgan Securities Llc Boston MA 09/2023 07/2025
J.P. Morgan Chase Bank, N.A. Boston MA 10/2023 07/2025
Morgan Stanley Smith Barney Llc Middleton MA 07/2025 Present
Morgan Stanley Private Bank, N.A New York NY 08/2025 Present
  • 07/2012 → 07/2023
    First Republic Bank
    New York, NY
  • 07/2013 → 10/2023
    First Republic Securities Company, Llc
    New York, NY
  • 09/2023 → 07/2025
    J.P. Morgan Securities Llc
    Boston, MA
  • 10/2023 → 07/2025
    J.P. Morgan Chase Bank, N.A.
    Boston, MA
  • 07/2025 → Present
    Morgan Stanley Smith Barney Llc
    Middleton, MA
  • 08/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-07
S63 Uniform Securities Agent State Law Examination 2013-11-11
S65 Uniform Investment Adviser Law Examination 1998-08-14
  • S66 Uniform Combined State Law Examination
    2025-02-07
  • S63 Uniform Securities Agent State Law Examination
    2013-11-11
  • S65 Uniform Investment Adviser Law Examination
    1998-08-14
Other Names
  • Jeff Ihrig
  • Jeffrey Russell Ihrig
  • Jeffrey R Ihrig

View on SEC IAPD

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Other Offices

VITALE & CAPUTO WEALTH MANAGEMENT LLC · MIDDLETON, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, MA
PARK AVENUE SECURITIES LLC · MIDDLETON, MA
MWA ASSET MANAGEMENT · DANVERS, MA
HEALTHVIEW ASSET MANAGEMENT, INC. · Danvers, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Danvers, MA
GUARDIAN WEALTH ADVISORS, LLC · DANVERS, MA
STONEHEARTH CAPITAL MANAGEMENT · DANVERS, MA

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