Jeffrey Randy Brook

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

• 06/2016 → Present
  Morgan Stanley Smith Barney Llc
  Boca Raton, FL
• 06/2016 → Present
  Morgan Stanley, Private Bank N.A
  New York, NY

Previous Registrations

• 2007-05-29 → 2016-06-15
  Citigroup Global Markets Inc.
  Boynton Beach, FL
  Delray Beach, FL
  Tampa, FL
  San Antonio, TX
  Boca Raton, FL
  Boca Raton, FL
  Doral, FL
  Boca Raton, FL
  Miami, FL
  Boca Raton, FL
  Delray Beach, FL
• 2005-06-20 → 2007-05-29
  Citicorp Investment Services
  Boca Raton, FL
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2005-06-16
• S63 Uniform Securities Agent State Law Examination
  1983-10-20

Other Names

• Jeff Brook