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Financial Advisors
650 S Exeter Street
Suite 1100
Baltimore, MD 21202
Suite 1100
Baltimore, MD 21202
tel: 410-736-5332
toll free: 800-837-5833
fax: 410-736-5499
toll free: 800-837-5833
fax: 410-736-5499
Group Details
Robert I. Jeffrey
Director - Wealth Management
Senior Portfolio Manager
Senior Portfolio Manager
tel: 410-736-5332
Professional Details
- Member of Morgan Stanley Smith Barney*'s Director'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
Jason E. Chamberlain, CFP®
Vice President - Wealth Management
Wealth Advisory Specialist
Portfolio Manager / Financial Advisor
Wealth Advisory Specialist
Portfolio Manager / Financial Advisor
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
Brent J. Hawk
Second Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Portfolio Manager / Financial Advisor
tel: 410-736-5333
Professional Details
- 1999 - 2006: Legg Mason Wood Walker Inc.
Financial Advisor - BS - Finance
Penn State University - Served in U.S. Army as a Forward Observer
- Earned 2 Army Achievement Medals
Morgan Pietryka
Registered Client Service Associate
tel: 410-736-5330
fax: 410-736-5499
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
Leslie Allen
Registered Client Service Associate
tel: 410-736-5331
fax: 410-736-5499
Professional Details
- 2006 - present: Morgan Stanley Smith Barney*
- BBA - Marketing
Loyola College - Series 7 and 63 Licensed
Sarah Marmora
Registered Marketing Associate
tel: 410-736-5329
fax: 410-736-5499
Professional Details
- Series 7 and 66 Licensed
- BS - Economics Towson University
- Formerly with Deutsche Bank and Ameriprise Financial
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.
*Includes years at Smith Barney, affiliates 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.
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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