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Jeffrey Warren Fehrmann

Morgan Stanley

Barrington, IL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-31
IL RA APPROVED 2025-05-28
  • TX RA
    APPROVED
    Since 2025-10-31
  • IL RA
    APPROVED
    Since 2025-05-28

Branch Locations

760 West Main Street Suite 200, Barrington, IL 60010 • 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
J.P. Morgan Securities Llc Chicago IL 01/2017 11/2018
Optionshouse Chicago IL 09/2015 12/2016
Valic Financial Advisors, Inc. Chicago IL 01/2019 05/2025
Agia Houston TX 12/2022 Present
Morgan Stanley Smith Barney Llc Barrington IL 05/2025 Present
Morgan Stanley Private Bank, N.A New York NY 06/2025 Present
  • 01/2017 → 11/2018
    J.P. Morgan Securities Llc
    Chicago, IL
  • 09/2015 → 12/2016
    Optionshouse
    Chicago, IL
  • 01/2019 → 05/2025
    Valic Financial Advisors, Inc.
    Chicago, IL
  • 12/2022 → Present
    Agia
    Houston, TX
  • 05/2025 → Present
    Morgan Stanley Smith Barney Llc
    Barrington, IL
  • 06/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-21
  • S66 Uniform Combined State Law Examination
    2014-07-21
Other Names
  • Jeffrey Warren Fehrmann
  • Jeffrey Fehrmann

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