Jeffrey D Cosby

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Bethesda, MD
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Bethesda, MD
• 10/2024 → Present
  Morgan Stanley
  Coral Springs, FL
• 10/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2007-06-28 → 2024-05-09
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
  Miami, FL
  Jacksonville, FL
  Fort Lauderdale, FL
  Jacksonville, FL
  Fort Lauderdale, FL
  Jacksonville, FL
  Bethesda, MD
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Minneapolis, MN
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Palm Beach, FL
  Palm Beach, FL
  Coral Gables, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  St. Louis, MO
  St. Louis, MO
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-02-16

Other Names

• Geoffrey Deshaun Cosby
• Jeffrey Crosby
• Jeffrey Deshaun Cosby