SOURCE: Morgan Stanley Smith Barney

March 07, 2011 13:57 ET

Jared Samos Named to On Wall Street Magazine's "Top Financial Advisors Under 40"

NEW YORK, NY--(Marketwire - March 7, 2011) - Morgan Stanley Smith Barney announced on December 1, 2010 that Jared Samos, a Director of Wealth Management and a Portfolio Manager in the Firm's Midtown, NY office, has been named to On Wall Street Magazine's 2010 listing of "Top 40 Financial Advisors Under 40."

This listing is a select group of individuals who are 39 years of age or younger, as of December 31, 2010, and are recognized based on assets under management. This listing also takes into consideration the overall success and business mix of practices, the quality of service provided to clients, and adherence to high standards of industry regulatory compliance. Investment performance is not a criterion.

"To be named to this annual listing is an impressive honor, and we are extremely proud to have Jared Samos represent Morgan Stanley Smith Barney on this list," commented Gerry Ferrante, Complex Manager of Morgan Stanley Smith Barney's Midtown, NY office.

Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services. For further information about Morgan Stanley Smith Barney, please visit www.morganstanleysmithbarney.com.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.  The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 42 countries.  For further information about Morgan Stanley, please visit www.morganstanley.com.

On Wall Street's Top 40 Under 40 asks brokerage firms to nominate their top ten young brokers.  Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria: the nominee's assets under management and trailing 12-month production, separate from a team; the percentage of the nominee's new business; the types of products sold by the nominee; and the percentage of the business that is fee-based versus commission-based.  Additional measures include an interview and a compliance check. For more information on ranking methodology, go to http://www.onwallstreet.com/asset/article/670951/wall-street-top-40-under-40.html.  The rating is not indicative of the advisor's future performance.  Neither Smith Barney nor its financial advisors pay a fee to On Wall Street in exchange for the rating.

Contact Information

  • Contact:
    Benjamin A. April
    Vice President-Wealth Management
    Morgan Stanley Private Wealth Management
    +1 212 603 6188
    Email Contact

    Contact:
    Complex Manager
    Gerald Ferrante
    212-603-6100