Jeffrey Brent Gaskin

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

• 05/2010 → Present
  Morgan Stanley Smith Barney Llc
  Charlotte, NC
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-07-13 → 2010-06-07
  Ubs Financial Services Inc.
  Charlotte, NC
  Weehawken, NJ
  Charlotte, NC
  Charlotte, NC
• 2006-10-18 → 2007-07-06
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Charlotte, NC
• 1991-09-27 → 2006-09-26
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ

Other Businesses

*101167 - Monarch LLC Finance / Investment Committee; Investment related - No; Albemarle, North Carolina; Non-Profit, Charitable; Vice Chairperson (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 5; After business hours: 0;Business Development/Growth

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-28
• S63 Uniform Securities Agent State Law Examination
  1981-05-08

Other Names

• Jeff Gaskin