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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Jeffrey M Law

Advisor at MORGAN STANLEY

Richmond, VA

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Search this name across graphsid dfx:ria:f04ea309-5767-c19e-239b-a48927d49fd9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Jul 14, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 26, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 26, 2007
First registration: Jul 14, 2009
Dual registered: yes, broker-dealer
Other names: Jeffrey M Law|Jeffrey Michael Law|Jeffrey Law
IAPD individual key: 5363693

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Jul 7, 2025	n/a	yes	Richmond, VA	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	May 12, 2025	Jun 17, 2025	no	Atlanta, GA	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	May 16, 2023	Apr 1, 2025	no	DALLAS, TX\|FREDERICKSBURG, VA\|DALLAS, TX\|FREDERICKSBURG, VA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 10, 2020	Feb 23, 2023	no	RESTON, VA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Aug 10, 2018	Apr 7, 2020	no	GLEN ALLEN, VA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 9, 2018	Apr 7, 2020	no	GLEN ALLEN, VA	Previous registration
HERITAGE WEALTH ADVISORS	Independent wealth	Mar 30, 2018	Jul 13, 2018	no	Fredericskburg, VA\|RICHMOND, VA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 22, 2015	Jul 19, 2017	no	Naples, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 23, 2014	Dec 8, 2014	no	NAPLES, FL\|NAPLES, FL\|TAMPA, FL\|NAPLES, FL\|NAPLES, FL\|TAMPA, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 14, 2009	Jul 2, 2014	no	MERRIMACK, NH\|NAPLES, FL\|MERRIMACK, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	MORGAN STANLEY	Jun 17, 2025	Jul 7, 2025	20	Firm change	Wirehouse to wirehouse
TRUIST ADVISORY SERVICES, INC.	J.P. MORGAN SECURITIES LLC	Apr 1, 2025	May 12, 2025	41	Firm change	Ibd to wirehouse
FIDELITY PERSONAL AND WORKPLACE ADVISORS	TRUIST ADVISORY SERVICES, INC.	Feb 23, 2023	May 16, 2023	82	Firm change	Ibd to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Apr 7, 2020	Aug 10, 2018	-606	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Apr 7, 2020	Apr 10, 2020	3	Firm change	RIA to ibd
HERITAGE WEALTH ADVISORS	TD AMERITRADE, INC.	Jul 13, 2018	Aug 9, 2018	27	Firm change	Other
CHARLES SCHWAB & CO., INC.	HERITAGE WEALTH ADVISORS	Jul 19, 2017	Mar 30, 2018	254	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	Dec 8, 2014	Jan 22, 2015	45	Firm change	Wirehouse to ibd
STRATEGIC ADVISERS LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 2, 2014	Jul 23, 2014	21	Firm change	Ibd to wirehouse

Relationships

Registered with (10)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jul 7, 2025 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 12, 2025 to Jun 17, 2025factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
May 16, 2023 to Apr 1, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 10, 2020 to Feb 23, 2023factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 10, 2018 to Apr 7, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 9, 2018 to Apr 7, 2020factForm ADV
→ HERITAGE WEALTH ADVISORSRegistered adviserregistration: previous registration
Mar 30, 2018 to Jul 13, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 22, 2015 to Jul 19, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 23, 2014 to Dec 8, 2014factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 14, 2009 to Jul 2, 2014factForm ADV

Dated events

Occurred
Jun 17, 2025
Advisor changed firm
Jeffrey M Law left J.P. Morgan Securities Llc for Morgan Stanley (registered 2025-07-07)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2025
Advisor changed firm
Jeffrey M Law left Truist Advisory Services, Inc. for J.P. Morgan Securities Llc (registered 2025-05-12)
Form ADVobserved 5 days ago
Occurred
Feb 23, 2023
Advisor changed firm
Jeffrey M Law left Fidelity Personal And Workplace Advisors for Truist Advisory Services, Inc. (registered 2023-05-16)
Form ADVobserved 5 days ago