Jeffrey I Wolfe

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

• 11/2014 → 04/2026
  Ubs Financial Services Inc.
  New York, NY
• 04/2026 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 05/2026 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2014-11-13 → 2026-04-29
  Ubs Financial Services Inc.
  New York, NY
  Miami, FL
  Miami, FL
  Miami Beach, FL
  Miami Beach, FL
  Miami, FL
• 2009-06-01 → 2014-11-19
  Morgan Stanley
  Short Hills, NJ
  New York, NY
• 2008-05-23 → 2009-06-01
  Morgan Stanley & Co. Llc
  Short Hills, NJ
• 1993-07-12 → 2008-05-27
  J. B. Hanauer & Co.
  Parsippany, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-05
• S63 Uniform Securities Agent State Law Examination
  1991-09-27