Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Missouri Securities Advisory Panel - 2001
- Springfield/Branson Board of Directors for Big Brothers Big Sisters - 2003 to 2009
- Co-Chairman of "Taste of the Ozarks" for Big Brothers Big Sisters - 2003 to 2008
- 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 2016
- Missouri Sports Hall of Fame Board of Directors - 2012 to 2015
- Bachelor of Science in Business
Missouri State University
University of Missouri
- Senior Portfolio Manager Director
- Senior Investment Management Consultant
- 2009 Barron's "America's Top Advisors: State by State"
- Master's Club
- Director's Club
- 2012, 2013, 2014, 2015 - Five Star Weatlh Managers
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.
A key component of any plan is life insurance. To receive a complimentary insurance review, call or email us.
As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to help you make the right investment decisions for your plan.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
Jeff Layman holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, MA, MI, MO, NC, NY, OK, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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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.
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