Find Unlimited Emails.For Free.
Discover prospects, find their business emails, and build your pipeline with Unifers.
Start for FreeJeffrey J. Krause
Senior Vice President, Family Wealth Director, Alternative Investment Director, Financial Advisor @Morgan Stanley
Signup · Get unlimited contacts
WORK HISTORY
Senior Vice President, Family Wealth Director, Alternative Investment Director, Financial Advisor @Morgan Stanley
Waukesha, WI, US
NMLS#: 12•••68CA Insurance 40•••06©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 2018, and 2022, 2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America\'s Top Next-Gen Wealth Advisors, Forbes Top Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)Source: Forbes.com (Awarded 2017, 2018 and 2022, 2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was
EDUCATION
University of Dayton
BS
ABOUT JEFFREY J. KRAUSE
Jeff, and the rest of the advisors at The Riverwood Wealth Management Group at Morgan Stanley, strive to help our clients, who are family offices, business owners, executives and affluent investors, define their objectives, develop comprehensive plans in the areas of the investment management, advanced legacy planning, tax management, strategic giving and liability protection to achieve those goals and deliver the intellectual capital of our local team and the global resources of the premier business in wealth management, Morgan Stanley, to execute those strategies. For the past 14 years, Jeff has worked in wealth management at Morgan Stanley and its predecessor Firms. He earned his Bachelor of Science in Business Administration with a Major in Finance from the University of Dayton in 2007. In 2013, he achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation by completing education, examination, experience and ethics requirements set forth by the CFP BOARD. In 2017, he achieved the Certified Private Wealth Advisor Designation after completing virtual coursework, in class sessions at the UCLA Anderson School of Management and passing a final examination. In 2022 he was promoted to Senior Vice President, Alternative Investment Director and Family Wealth Director. Jeff has been recognized in national publications for his work in wealth management. He was included in Forbes Magazine\'s list of Best-In-State Next Gen Advisors in 2017, 2018, and 2022. 2017, 2018 & 2022. Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2017, 2018 & 2022.). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Married for 7 years, Jeff and his wife Carissa have three beautiful children, Addison, Sawyer and Everett and reside in Brookfield, WI. He believes it is important to give back to the community and organizations that have been instrumental to him and his family in the past. Jeff currently sits on the investment committee for his alma mater, Catholic Memorial High School. He and Carissa volunteer their time and effort in many different ways for Children\'s - Wisconsin. They organize an annual bowling event called Bowl for the Kids, volunteer on the committee who organizes Tee Up Fore the Kids the annual Children\'s Wisconsin Golf Outing and participate in the Miracle Marathon and Al\'s Run/Walk.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.