Senior Vice President Jeff D. Antoniotti

has celebrated 20 years with Morgan Stanley and manages over half a billion in assets. He began his career in wealth management in 1995 with UBS and was recruited to Morgan Stanley Smith Barney in 1997. With years of investment experience Jeff has achieved many designations and awards.

He has earned the designations of Senior Investment Management Consultant, Portfolio Manager, Family Wealth Advisor and Financial Planning Specialist. Jeff was named to the firms prestigious Presidents Club, an elite group composed of the firm's leading financial advisors. He has also been named in The Financial Times 400 Top Financial Advisors and Forbes Best-In-State Wealth Advisors.

He and his dedicated team are passionate about guiding their clients in achieving their vision of continued financial success. He has been qualified by his firm to manage his client’s assets by proper training, experience and commitment to exceptional client service. Jeff has developed and implemented innovative strategies that truly address his individual client’s needs. He believes that client relationships are built on trust and integrity and he strives to exemplify these values daily. 

Jeff was born and raised in Southern California and has been a resident of Ventura County for over 16 years. He and his wife Veronica are raising two beautiful children Ashlyn and Ashton. Jeff credits his success to both his work ethic and the love and support of his family. He looks forward to continue working and raising his family in the community.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Business Planning3
  • Business Succession Planning4
  • Wealth Management5
  • Corporate Retirement Plans6
  • Endowments and Foundations7
  • Alternative Investments8
  • Executive Financial Services9
  • 401(k) Rollovers
  • Fixed Income10
  • Lending Products
  • Life Insurance11
  • Philanthropic Services
  • Trust Accounts12
Securities Agent: OK, CA, WY, WI, WA, VA, UT, TX, TN, PA, OR, NY, NV, NM, NJ, NH, ND, NC, MT, MO, MN, MI, MD, MA, KY, IN, IL, ID, HI, FL, DE, DC, CO, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1364394
CA Insurance License #: 0B96200
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Morgan Stanley Wealth Management

With a diverse and talented workforce, extensive resources, sophisticated capabilities and global reach, we have a distinctive approach in helping you with your unique life goals. Our relationship begins with a thorough understanding of your needs, priorities and goals for the future and then we deliver a tailored plan to help achieve and protect the outcomes you seek. Next we help you implement the strategy and we will help monitor your progress and make adjustments as life evolves.

    Family Wealth Education

    The Family Governance & Wealth Education group helps ultra high net worth families strive to maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.

      Planning for What You Can Control: Retirement

      Retirement takes work. Even without unexpected developments, financial strategies today need to anticipate supporting a retirement that could last 20 or 30 years, or more. We develop a tailored road map to help you achieve and protect the outcomes you seek.

        Client Service Team

        • Donna L. Herme
          Senior Registered Associate
          tel: (805) 374-8156
          fax: (805) 494-0231
          donna.herme@morganstanley.com

        Location

        100 N Westlake Blvd
        Ste 200
        Westlake Village, CA 91362
        US
        Direct:
        (805) 494-0200(805) 494-0200
        Toll-Free:
        (800) 654-5954(800) 654-5954
        Fax:
        (805) 494-0231(805) 494-0231
        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

        Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
        Five Smart Strategies to Use a Bonus or Raise

        Five Smart Strategies to Use a Bonus or Raise

        Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
        Financial Transition: A Guide for Women

        Financial Transition: A Guide for Women

        Here's how to take control of your finances if a death or divorce leaves you holding the reins.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
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        6 Keys to Building a Startup

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        Insights and Outcomes

        Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
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        Art as An Asset

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        Access Morgan Stanley Online

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        Ready to start a conversation? Contact Jeff D Antoniotti today.
        Market Information Delayed 20 Minutes
        1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

        2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        6Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

        8Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

        9Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        10Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

        11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

        The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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        The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

        Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

        The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

        *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


        CRC 2019752 10/2018