Montana Investment Advisors
46yrs
Top advisor by experience in Bozeman
26yrs
Jeff Main
Financial advisor at Morgan Stanley
Jeff Main has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Bozeman, Montana. After four years at Citigroup Global Markets and five years at Morgan Stanley DW, Jeff joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 237 advisors with offices in Bozeman, and one of 222 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience in Bozeman
OfficeBozeman, MT
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 ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2005 – 2009Citigroup Global Markets Inc.Previously
- 2000 – 2005Morgan Stanley DW Inc.Previously
Contact Jeff
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Jeff. Bozeman, MTOffice · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jeff
Tailored to Jeff’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 Jeff
How do I contact Jeff?
Call Morgan Stanley at (914) 225-5510 and ask for Jeff Main. Jeff works from the Bozeman, MT office.
How long has Jeff been a financial advisor?
Jeff has been in the industry since 2000, about 26 years. Top 23% by experience in Bozeman.
What licenses does Jeff hold?
Series 66. Tap any license on this page to see what it allows.
Is Jeff a fiduciary?
Jeff is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeff 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 Jeff 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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