Market Information Delayed 20 Minutes
Robert I. Jeffrey
Director
Financial Advisor
Portfolio Management Director
Financial Advisor
Portfolio Management Director
tel: (410) 736-5332
Professional Details
- Member of Morgan Stanley Smith Barney's President's Council
- 25 Years Experience in the Financial Service Industry
- BA and MA Degree
Johns Hopkins University - Corporate Finance Degree
Wharton School
University of Pennsylvania
Robert I. Jeffrey
holds the following registrations:
BM/Supervisor; Securities Agent: AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV; General Securities Representative; Investment Advisorship: AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, UT, VA, WI, WV; Transactional Futures/Commodities; Managed Futures;
BM/Supervisor; Securities Agent: AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV; General Securities Representative; Investment Advisorship: AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, UT, VA, WI, WV; Transactional Futures/Commodities; Managed Futures;
Jason E. Chamberlain
Vice President
Financial Advisor
Portfolio Manager
Wealth Advisory Specialist
Financial Advisor
Portfolio Manager
Wealth Advisory Specialist
tel: (410) 736-5328
Professional Details
- 1997 -2006: Legg Mason Wood Walker Inc.
Financial Advisor - Certified Financial Planner Certification - 2003
- BA - Economics
University of Maryland
Baltimore County - UMBC Alumni Association
President
Jason E. Chamberlain
holds the following registrations:
Securities Agent: AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV; General Securities Representative; Investment Advisorship: AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, UT, VA, WI, WV; Transactional Futures/Commodities; Managed Futures;
Securities Agent: AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV; General Securities Representative; Investment Advisorship: AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, UT, VA, WI, WV; Transactional Futures/Commodities; Managed Futures;
Morgan Pietryka
Registered Client Service Associate
tel: 410.736.5330
fax: 866.695.2449
Professional Details
- 2006 - present: Morgan Stanley Smith Barney
- 2004 - 2006: Legg Mason Wood Walker Inc.
- BA - Communications
NC State University - Series 7, 9, 10, 66 and 31 Licensed
Sarah George
Assistant Vice President
Registered Marketing Associate
Registered Marketing Associate
tel: 410.736.5329
fax: 866.695.2449
Professional Details
- Formerly with Deutsche Bank and Ameriprise Financial
- BS - Economics Towson University
- Series 7 and 66 Licensed
Professional Details
- BS - Mass Communications Towson University
- Formerly with T Rowe Price
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