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Jeffrey Ball,
CFP®
Vice President - Wealth Management
Resident Manager
Resident Manager
25 Kilmer Drive
Building 3, Suite 210
Morganville, NJ 07751
Building 3, Suite 210
Morganville, NJ 07751
tel: 732-617-4104
toll free: 877-803-3379
fax: 732-617-4150
toll free: 877-803-3379
fax: 732-617-4150
Welcome
Associations
- W. Monmouth Chamber of Commerce
Former Board of Directors - Temple Rodeph Torah
Former Board of Directors - Financial Planning Association
NJ Chapter, Member
Education and Licensing
- Series 9 & 10, 2001
Securities Supervisor
NYSE/NASD
New York City, NY - CFP®, 1993
Fairleigh Dickinson University
Madison, NJ - Insurance Licenses, 1993
Life and Health Producer
NJ Department of Insurance
Trenton, NJ - Series 7 & 65, 1988
Investment Advisor / Securities License, NYSE/NASD
New York City, NY - BA - Political Science, 1980
University of Massachusetts
Amherst, MA
Magna Cum Laude
Business Experience
- 2000 - Present: Morgan Stanley Smith Barney*
Marlboro, NJ
Resident Manager
Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™ - 1988 - 2000: Merrill Lynch
Freehold, NJ
Assistant Vice President
Financial Advisor
Financial Planning Coordinator - 1981 - 1988: Metuchen High School
Social Studies and History Teacher
Services
- Financial Planning
- Municipal Bonds
- Estate Planning
- Fixed Income
- Retirement Planning
- 529 Plans
- Wealth Management
- Business Planning
- Exchange Traded Funds
- Corporate Retirement Plans
- 401k Rollovers
Honors and Recognitions
- Phi Beta Kappa, 1980
University of Massachusetts - Western Monmouth Chamber of Commerce Circle of Excellence Award, 2003
Bulletin Board
- Is aligning your investments with your values and social beliefs important to you? If so, talk to me about socially responsible investing.
- You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with a trusted advisor, we invite you to introduce your family, friends and business associates to our services.
Jeffrey Ball is licensed in the following state(s): AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MS, NC, NJ, NY, OK, PA, VA, VT, WA
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.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
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