Kyle Madsen Jeffery

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

• 06/2018 → 11/2021
  Morgan Stanley
  Shrewsbury, NJ
• 06/2017 → 08/2017
  Royal Bank Of Canada
  New York, NY
• 08/2015 → 06/2018
  University Of Miami
  Coral Gables, FL
• 06/2017 → 08/2017
  Navesink Country Club
  Middletown, NJ
• 11/2021 → 02/2022
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2022 → 05/2026
  Bessemer Trust
  Miami, FL
• 06/2026 → Present
  Morgan Stanley
  New York, NY
• 06/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-08-24 → 2022-02-08
  Morgan Stanley
  Shrewsbury, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-14
• S66 Uniform Combined State Law Examination
  2018-08-24

Other Names

• Kyle Jeffery
• Kyle M Jeffery