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Jeff Richert

Morgan Stanley

Chicago, IL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-12-12
  • IL RA
    APPROVED
    Since 2025-12-12

Branch Locations

10 South Riverside Plaza, Chicago, IL 60606 • 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
Axa Advisors, Llc Oak Brook IL 07/2016 11/2017
Morgan Stanley Smith Barney Llc Chicago IL 11/2017 06/2024
Morningstar Investment Management Llc Chicago IL 06/2024 11/2025
Morgan Stanley Chicago IL 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-13
  • S66 Uniform Combined State Law Examination
    2016-12-13
Other Names
  • Jeffrey Alan Richert
  • Jeffrey Richert

View on SEC IAPD

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