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Jeffrey G Hochstetler

Morgan Stanley

Gilbert, AZ

Mesa, AZ

CRD 5799089

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-03-04
TX RA APPROVED_RES 2012-03-07
OH RA APPROVED 2012-02-29
  • AZ RA
    APPROVED
    Since 2024-03-04
  • TX RA
    APPROVED_RES
    Since 2012-03-07
  • OH RA
    APPROVED
    Since 2012-02-29

Branch Locations

400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States

Mesa, AZ • 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
Morgan Stanley Gilbert AZ 01/2012 Present
Morgan Stanley Services Group Inc. Columbus OH 03/2017 07/2019
  • 01/2012 → Present
    Morgan Stanley
    Gilbert, AZ
  • 03/2017 → 07/2019
    Morgan Stanley Services Group Inc.
    Columbus, OH
Previous Registrations
  • 2023-04-20 → 2023-09-05
    Harrisdirect Llc
    Columbus, OH
    Arlington, VA
  • 2010-09-30 → 2012-01-17
    New England Securities
    Dublin, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-23
S63 Uniform Securities Agent State Law Examination 2010-10-08
  • S66 Uniform Combined State Law Examination
    2019-07-23
  • S63 Uniform Securities Agent State Law Examination
    2010-10-08
Other Names
  • Jeffrey Hochstetler

View on SEC IAPD

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Nearby Investors

DAVID BRUCE WATTS
MATTHEW CHAD WILLETT
Kimball E Gwilliam

Nearby Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ

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