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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Associations
- Boys and Girls Clubs of Metro Denver
Board of Directors
Denver, CO - Denver Metro Chamber of Commerce
Public Affairs Committee
Transportation Committee
Chamber 100 Member for 2003
Denver, CO - Leadership Denver, Class of 2001
Denver, CO - LARASA, 1999 - 2002
Board of Directors
Treasurer and Executive Committee
Denver, CO - Junior Achievement - Chairman's Circle
Volunteer
Denver, CO - Habitat for Humanity
Finance Committee, 2002 - 2006
Volunteer
Denver, CO
Services
- Wealth Management
- Financial Planning
- 529 Plans
- Asset Management
- Lending Services
- Philanthropic Services
- Art Advisory
- Trust Services and Accounting
- Estate Planning
- Family Consulting
- Alternative Investments
- Private Banking
- Corporate Pension Funds
- Endowments and Foundations
- Corporations
- Business Planning
- Cash Management
- Retirement Planning
- Qualified Plans
Education and Licensing
-
CERTIFIED FINANCIAL PLANNER Certification, 2001
CFP Board
Denver, CO
- Bachelor of Science - Finance, 1994
University of San Diego
San Diego, CA
- St. Clares, 1993
Oxford, England
- Series 7 - General Securities Representative, 1995
- Insurance Licensed, 1995
- Series 65 - Investment Advisory Agent, 1995
Denver, CO
- Series 63 - Uniform State Exam, 1995
Denver, CO
- Series 3 - National Commodity Futures, 1996
Denver, CO
Honors and Recognition
- Item One
- Item Two
- Item Three
Business Experience
- 1995
- Present: Morgan Stanley*
Senior Vice President
CFP, Financial Advisor
Denver, CO
Bulletin Board
We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
Jeffrey J. Nelligan is licensed in the following state(s):
AK, AZ, CA, CO, FL, IA, ID, IL, IN, KS, MI, MN, MO, MT, ND, NE, NJ, NM, NV, NY, OH, OK, PA, TX, UT, VA, WA, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
