JEFFREY DAVID WISEMAN is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with CRESSET ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 2023-06-01 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2015-05-13 | — |
| MORGAN STANLEY & CO. LLC | 2008-12-19 | 2009-06-01 | — |
| UBS FINANCIAL SERVICES INC. | 2004-10-04 | 2008-12-26 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1997-07-08 | 2004-10-05 | — |