Heritage Asset Managers
47yrs
Top advisor by experience in Arkansas
27yrs
Jeremy McDade is a fiduciary financial advisor in Little Rock, Arkansas, with 27 years in the industry. Jeremy joined Morgan Stanley in 2023, after 23 years at UBS Financial Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 676 advisors with offices in Little Rock, and one of 635 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in Arkansas
Office2200 North Rodney Parham Road Suite 100, Little Rock, AR 72212
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowMorgan StanleyCurrent firm
- 2000 – 2023UBS Financial Services Inc.Previously
Contact Jeremy
Local office(501) 221-6100Ask for Jeremy. (914) 225-5510Main office · Purchase, NY 2200 North Rodney Parham Road Suite 100Little Rock, AR 72212Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Jeremy
Tailored to Jeremy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Jeremy
How do I contact Jeremy?
Call Jeremy’s local office at (501) 221-6100 or the Morgan Stanley main office at (914) 225-5510, and ask for Jeremy McDade.
How long has Jeremy been a financial advisor?
Jeremy has been in the industry since 1999, about 27 years. Top 23% by experience in Arkansas.
What licenses does Jeremy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeremy a fiduciary?
Jeremy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeremy paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jeremy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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