Jeffrey Patrick Altenhof

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Waukesha, WI

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Honolulu, HI
• 1999-07-15 → 2007-04-02
  Morgan Stanley Dw Inc.
  Honolulu, HI
  Honolulu, HI

Other Businesses

*328658 - Rental Property (Apartment/separate floor); Investment related: Yes; Kaneohe, Hawaii; Rental of apartment attached to, and a separate larger area of, our secondary residence; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 10/2017; During business hours: 0; After business hours: 1; Landlord

Exams

• S66 Uniform Combined State Law Examination
  1999-06-16