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Jeremy Mcgee

Advisor at Morgan Stanley

Updated today

Location

Fayetteville, AR 72703

Credentials

Series 66

Industry experience

25 years

About

Jeremy Mcgee is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 credential and 25 years of industry experience. He has been associated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets, Inc. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

438 Millsap Road, Suite 100

Fayetteville, AR 72703

Most active in

Arkansas · California · Texas

Work history

Morgan Stanley Private Bank, National Association

2015 - Present (11 years)

Morgan Stanley Smith Barney

2009 - Present (17 years)

Citigroup Global Markets, Inc.

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Fayetteville, AR

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