Jerry R. Reiff - Morgan Stanley Smith Barney Financial Advisor

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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations

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Services

Wealth Management
Financial Planning
Professional Portfolio Management
Retirement Planning
Asset Management
Estate Planning
401k Rollovers
Annuities
529 Plans
Cash Management
Alternative Investments
Endowments and Foundations
Corporate 529 Plans
Fixed Income
Municipal Bonds
Corporations
Life Insurance
Lending Services
Long Term Care Insurance
Qualified Retirement Plans

Education and Licensing

Financial Planning Specialist Designation
Guided Portfolio Management Certification
Series 31 - Managed Futures & Commodities
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Life, Health and Variable Annuity Insurance Licensed
Long Term Care Insurance Licensed
Colorado Real Estate Broker Licensed

Honors and Recognition

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Business Experience

1992 - Present: Morgan Stanley Smith Barney

First Vice President
Senior Investment Management Consultant
Financial Planning Specialist
Englewood, CO

Bulletin Board

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.
The Global Investment Committee meets regularly to discuss changing global market conditions and the impact on asset allocation recommendations provided to clients.
Whenever the market is up or down 150 points, the 150 Point Letter posted under Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.

Jerry R. Reiff is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, MO, NE, NM, NV, NY, OH, PA, SD, TN, TX, UT, VA, VT, WA, WY

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.

Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

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.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

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.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

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On the Markets