Our Story

Our mission is to help our clients make wise financial decisions.  Whether you are an individual or an organization, you have a unique situation.  We will work with you to develop a customized investment strategy to help grow, preserve and distribute your wealth.  Your goals become our focus, and achieving them – with expense controls, risk controls and tax-efficiency - becomes a commitment that we share.

The Jeffrey|Chamberlain Group is a six person team of dedicated advisors and associates.  We work with families, qualified retirement plans and non-profit organizations.  We offer clients a high level of responsive service and have enjoyed decades long relationships with many.  Morgan Stanley’s vast resources help us adjust to changing market conditions and attend to new objectives as they arise.
Services Include
  • 529 Plans1
  • Alternative Investments2
  • Annuities3
  • Cash Management4
  • Endowments and Foundations5
  • Financial Planning6
  • Lending Products
  • Life Insurance7
  • Long Term Care Insurance8
  • Qualified Retirement Plans9
  • Retirement Planning10
  • Sustainable Investing11
  • Philanthropic Services
  • Wealth Management12
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

DISCOVERY MEETING:  Call or email our office and we will set up a short meeting, by phone or face-to-face, to learn more about you.  We will discuss your goals, investment objectives, current financial situation and more.  If you decide to work with us we will provide a checklist of what we will need to move forward.

DEVELOP FINANCIAL PLAN & INVESTMENT PROPOSAL:

We will:
• Analyze your current investments and financial situation
• Review and prioritize your life goals
• Develop strategies to meet your goals and preserve your assets for future generations

We will craft an investment strategy that meets your cash flow requirements and required rate of return, while also managing risk, expenses and taxes.

IMPLEMENTATION:  Our client services associates will help you through the implementation process of opening, funding and/or transferring your accounts.  In addition they will help you maximize the benefits your Morgan Stanley relationship which may include cash management arrangements, online access and bill pay, account aggregation services,  and our Reserved® client rewards program.

ONGOING REVIEW: Once the accounts are opened and the investments are in place, we review the accounts internally regularly.  We also expect to meet with you periodically to do an intensive review and evaluation.  Of course if you ever have any questions, you can send us an email or give our office a call anytime for immediate assistance.
    Financial Planning Documents - Below you will find helpful documents to begin your financial planning journey!

    Community Involvement

    Philanthropy has long been a great part of our clients’ financial plans over the years. The Jeffrey|Chamberlain Group at Morgan Stanley also enjoys doing our part in promoting it through volunteering and doing professional advisory work for many local non-profit organizations.
    • Below is a list of organizations we currently support and/or advise:
      American Heart Association
      Arms Control Association
      Baltimore Montessori Public Charter School
      Catholic Charites - Baltimore
      Columbia Festival of the Arts
      Community Foundation of Howard County
      Grassroots Crisis Intervention Center
      Hopewell Cancer Support Center
      Howard Community College
      Howard County Arts Council
      Howard County Conservancy
      Howard County Estate Planning Council
      Howard County General Hospital
      Independent Dialysis Foundation
      Institute of Notre Dame
      Leadership Howard County
      University of Maryland Baltimore County

    Location

    650 South Exeter St.
    Suite 1100
    Baltimore, MD 21202
    US
    Direct:
    (410) 736-5332(410) 736-5332

    Meet The Jeffrey | Chamberlain Group

    About Me

    Advising clients since 1982, Robert I. Jeffrey manages a team of seven people with approximately $480 million assets under management as of June 2016. Areas of focus include financial planning (with a focus on retirement cash flow analysis) and managing discretionary investment portfolios. He cherishes long-term relationships with clients and strives to deliver excellent advice and service.
    A native of Baltimore, Bob earned his BA and MA degrees from The Johns Hopkins University. He is a graduate of the Securities Industry Institute of the Wharton School at the University of Pennsylvania and studied policy sciences at the graduate level at University of MD Baltimore County. 
    Bob is also active in the community, currently serving on the investment committee for the Horizon Foundation and on Leadership Howard County’s 30th Anniversary Campaign Committee.  He is a founding member and former Treasurer of the Howard County Estate Planning Council, currently serving on the Board of Directors.  He is a past Director and Assistant Treasurer of the Howard Community College Educational Foundation.  Bob is a 1991 graduate of Leadership Howard County and a 2000 graduate of Leadership Maryland.
    A resident of Columbia, MD, Bob is married to Bach Tran-Jeffrey, a retired dentist currently studying Mandarin and Spanish.  They have two sons, Alexander, an Adjunct Professor of Physics at Howard Community College in Columbia, and Zachary, an Associate with Jensen Hughes in Atlanta.
    Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
    NMLS#: 1393580

    About Me

    Jason joined The Jeffrey Group at Morgan Stanley in 1997 and is a CERTIFIED FINANCIAL PLANNER practitioner.  Jason’s personalized wealth management process is designed to provide a roadmap to a client’s financial future.  As a Senior Investment Management Consultant, Jason designs tailored investment solutions to implement a client’s financial strategy.  Jason helps monitor a client’s performance and as circumstances change, suggests appropriate modifications to keep them moving towards their goals. Finally, Jason helps protect key financial goals by developing appropriate insurance coverage strategies.

    Jason has experience working with Corporate Executives and uses his wealth management process to help maximize the benefits of their executive compensation strategies. As a Chartered Retirement Plans Specialist he has experience working with companies to establish and maintain retirement plans that provide effective participant outcomes.

    Jason is an active member of Morgan Stanley’s Association of Professional Investment Consultants and serves of the board of the Howard County Estate Planning Council. He has a B.A. degree in Economics from the University of Maryland Baltimore County.  He is a past President of the UMBC Alumni Association and is a 2009 graduate of Leadership Howard County.  Jason serves on the Board of the Baltimore Montessori Public Charter School, the Hopewell Cancer Support Center's Reach Out and Run 5k race committee and is a member of the American Heart Association’s 2017 Executive Leadership Team for the Howard County Heart Ball.  Jason, his wife Becky, and their children, William Josie and Russell, live in Baltimore City.
    Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1290510

    About Me

    Barbara is a Financial Advisor and Certified Retirement Planning CounselorSM for the Jeffrey Group at Morgan Stanley. She is responsible for wealth planning and implementing investment strategies for our clients. Barbara enjoys assisting clients with customized financial plans to help them define and meet their financial goals.  

    Barbara has over 29 years of Retirement Plan experience. Previously a Regional Retirement Plan Specialist for Morgan Stanley, Barbara uses her experience to advise our institutional clients with Retirement Plan issues such as fee disclosure, fund and provider reviews, employee education and ensuring their fiduciary responsibilities are covered.

    Barbara received a BA in Business and Economics from Old Dominion University. She currently serves on the board of the Hopewell Cancer Support Center’s Reach Out and Run 5k Race Committee.  She is also on the Alumni board of her high school, the Institute of Notre Dame (IND).  She is an avid golfer and also enjoys boating and spending time with her family, which includes husband Gregg and daughters Kimberly and Courtney.  She and her family are from Baltimore and live in the White Marsh area of Baltimore County.
    Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA; Investment Advisor Representative; General Securities Representative
    NMLS#: 1387988

    About Me

    Gina Harper is a Senior Registered Associate for The Jeffrey Group at Morgan Stanley.  She joined the team in April, 2015 after working as a Senior Registered Client Associate for Wells Fargo Advisors from 2007-2015.  Gina provides the proficient handling of all client administrative needs while providing a high level of service to all clients.

    Gina’s primary responsibility is managing new client relationships beginning with initial account opening, tracking account transfers and assisting the Financial Advisors with investment management implementation.  She also works closely with the team to provide operational support for insurance and annuity products that we provide to clients.  

    Gina is a graduate of Rutgers University in New Jersey and is also a Registered Representative having passed the Series 7 and Series 66 examinations. Gina is an enthusiastic volunteer and supporter of the ASPCA and ALS Association.  She, her husband Jeff, and daughter Gianna enjoy living in Laurel, MD.

    About Me

    Maggie Ferguson joined The Jeffrey|Chamberlain Group as a Client Service Associate in June, 2018.  She graduated from Loyola University Maryland with a BA in Psychology and a double minor in Business Administration and Spanish.  Maggie provides fundamental support in all aspects of client service with a primary focus on building client relationships.  

    Clients can contact Maggie for assistance with inquiries such as; securities quotes, account balances, account activity, statement information, and general product and/or service information.  She also assists clients with operational support and account maintenance requests including money transfers, account updates, trading support and more.

    Maggie is originally from Long Island, NY where she enjoys spending time with family, vacationing in the Hamptons and running.  In fact, she is currently training for the Baltimore Half Marathon. She is settling into the Federal Hill neighborhood of Baltimore City.

    About Me

    Sarah George is an Assistant Vice President and Consulting Group Analyst for The Jeffrey Group at Morgan Stanley.  As a Jeffrey Group member since 2008, Sarah is responsible for the research and analysis of financial markets as well as investment managers and products.  She evaluates overall portfolios at a macro level, comparing them to target allocations, goals and benchmarks.  At the micro level, she assesses the attribution of specific asset classes and managers to a total portfolio’s risk and return results.  She assists the team in the management of its investment advisory business, monitors portfolio results, and researches new investment ideas to be considered for implementation in client portfolios.

    Sarah received her Masters of Business Administration, with a concentration in Finance, from Loyola University Maryland in January of 2015.  Sarah majored in Economics and Business at Towson University, earning a Bachelor of Science degree in 2006. She is also a Registered Representative having passed the Series 7 and Series 66 examinations in 2006.  In addition she has recently begun coursework for another very rigorous and prestigious exam.

    Sarah and her husband, Tim have been residents of Columbia, MD for nearly eight years.  They enjoy running and spending time with their Boston terrier Charlie.

    About Me

    Kristin McCartin is a Business Development Associate with the Jeffrey Group at Morgan Stanley and has been in this role since April 2013.  She assists the team in providing superior client service and experiences for current and prospective clients.  Kristin handles multiple aspects of marketing for the team, including planning events and seminars and managing client communications.  She enjoys giving our clients a unique experience through our team’s special events and Morgan Stanley’s programs.

    Current and prospective clients can contact Kristin to learn more about future seminars and events we are planning.  She can also assist with scheduling meetings and providing additional schedule availability for the team.  In addition, Kristin is the point person and can be contacted for more information on Morgan Stanley’s Cash Management services, Reserved program and Morgan Stanley Online.

    Prior to this role Kristin worked with The Jeffrey Group from 2004-2008 as a Registered Client Service Associate and in the Baltimore branch as a Complex Service Manager from 2008-2013.  She has earned a BBA in Marketing and an MBA in Business Management from Loyola University in Maryland and is also a Registered Representative, having passed the Series 7, 63, 65, 9 and 10 examinations.  Kristin, her husband Dan, son Dylan and daughter Avery live in the Canton neighborhood of Baltimore City.

    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
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
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    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

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    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact The Jeffrey | Chamberlain Group today.
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    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    2Alternative 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.

    3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    5Morgan 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.

    6Morgan 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.

    7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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.

    10Morgan 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.

    11The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    12Morgan 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.

    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.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    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