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

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 I can help you to preserve and grow your 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
  • 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 - Five Star Weatlh Managers

Bulletin Board
  • 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.

  • As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.

  • Introducing two exceptional cards from Morgan Stanley with American Express.  To explore the suite of card membership privileges created exclusive for our clients and to apply directly, visit americanexpress.com/mscards.
Jeff Layman holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, KS, LA, MA, MI, MO, NC, NE, NY, OK, OR, PA, 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.
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*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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