Jeff Layman - Morgan Stanley Financial Advisor - Springfield, MO
Morgan Stanley
Jeff Layman
Senior Vice President
Wealth Advisor
Senior Portfolio Management Director
1535 East Primrose
Springfield, MO 65804
tel: (417) 885-1633

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations
  • Missouri Securities Advisory Panel - 2001
  • Springfield/Branson Board of Directors for Big Brothers Big Sisters
  • Co-Chairman of "Taste of the Ozarks" for Big Brothers Big Sisters - 2003 to 2007
  • Governmental Relations Committee for the Springfield Missouri Chapter of Commerce - 2002 to 2008
  • Founding Member of the International Business Council - 2008
  • Ozarks Technical Community College Board of Trustees - 2010 to Present
  • Missouri Sports Hall of Fame Board of Directors - 2012 to Present
Education and Licensing
  • Bachelor of Science in Business
    Missouri State University

  • University of Missouri
Honors and Recognition
  • Senior Portfolio Manager Director
  • Senior Investment Management Consultant
  • 2009 Barron's "America's Top Advisors: State by State"
  • Master's Club
  • Director's Club
  • 2009, 2010, 2012, 2013, 2014 - Five Star Weatlh Managers

Bulletin Board
  • Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Using the phone number above, call to develop a strategy to help achieve the retirement you envision.

  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.

  • Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up online for E-Delivery.

Jeff Layman holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, KS, MA, MI, MO, NC, NE, NY, OK, OR, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures;

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.
Awards Disclosures

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