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

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

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
  • Access your accounts by clicking on Log In To Your Portfolio. While you are there, enroll in E-Delivery and help save some trees!

  • 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.

  • Do you want to support a particular passion, transfer a family business, or help your children learn about investing & social responsibility? Whatever matters most to you, together, we can meet with one of our Wealth Planning Center specialists to help. To find out more, call or email.

Jeff Layman holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, DC, DE, FL, GA, 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.
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Awards Disclosures

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