Jeffrey Layman

Portfolio Management Group, Senior Vice President, Wealth Advisor, Senior Portfolio Management Director

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Jeffrey Layman

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Jeff Layman

The Layman Group at Morgan Stanley is a wealth management team providing independent, unbiased and objective advice.  We offer a wide range of portfolios across the investment spectrum.  Our investment process focuses on effectively managing risk and returns.  We combine a defined portfolio management process with financial, retirement, insurance and estate planning strategies, cash management and lending solutions, trust services, 401(k) plans and wealth transfer strategies to provide comprehensive wealth management solutions.  The Layman Group has financial advisors in Springfield and Kansas City, Missouri and serves individuals, businesses and institutions in 24 states. 

Securities Agent: AR, CA, CO, DE, FL, GA, IA, IL, IN, KS, MI, MO, NC, NY, OK, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1272767


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • 401(k) Rollovers
  • Asset Management
  • Cash Management
  • Corporate Retirement Plans
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Retirement Planning
  • Trust Services*
  • Wealth Management

Experience

Experience

Senior Portfolio Management Director Designation
Morgan Stanley
2013 - Present

Senior Portfolio Manager Designation
Morgan Stanley
2012

Portfolio Manager Designation
Morgan Stanley
2011

Senior Investment Management Consultant
Morgan Stanley
2010 - Present

Consultants University
University of Chicago - Booth School of Business
June 2007

Wealth Advisor
Morgan Stanley
April 2006 - Present

Investment Management Consultant
Morgan Stanley
December 2005

Community Involvement

Community Involvement

University of Missouri
Board of Curators
April 2017 - Present

Ozarks Technical Community College
Trustee and Treasurer of the Board of Trustees
April 2010 - March 2016

Missouri Sports hall of Fame

Board Member
May 2012 - February 2015

Pi Kappa Alpha Fraternity, Zeta Chi Housing Corporation
Member
December 2010 - August 2012

Big Brothers Big Sisters of the Ozarks
Board Member
June 2003 - June 2009

Missouri Securities Advisory Panel - Office of the Secretary of State
Board Member
August 2001 - January 2005

Awards

Awards

  • America's Top Advisor: State-by-State, Barron's Magazine | 2009
  • 5 Star Wealth Advisor; St. Louis Magazine and 5 Star Professional | 2012, 2013, 2014, 2015, 2016
  • Director's Club | Morgan Stanley | 2005
  • President's Club | Morgan Stanley | 2006, 2007, 2008, 2009
  • Master's Club | Morgan Stanley | 2010, 2011, 2012, 2013, 2014, 2015
  • Blue Chip Council | Morgan Stanley | 2013
  • President' Council | A. G. Edwards | 2000, 2001

Client Service Team

Client Service Team

Sarah Hanafin-Justice

Portfolio Associate


I am a Portfolio Associate with The Layman Group at Morgan Stanley.  I joined the team in July of 2013 after being in the industry for over eight years.  I primarily focus on providing clients with exceptional service. 

Our team manages an array of portfolios on a discretionary basis with the primary focus of effectively managing risk while seeking to generate above average returns. The Layman Group is a leading wealth management team providing independent, unbiased and objective advice.  We offer a wide range of portfolios across the investment spectrum. Our investment process focuses on effectively managing risk and returns.  We combine a defined portfolio management process with financial, retirement, insurance and estate planning, access to credit and lending services, cash management, trust services, 401(k) plans and wealth transfer strategies to provide comprehensive wealth management solutions.  The Layman Group has financial advisors in Springfield and Kansas City, Missouri and serves individuals, businesses and institutions in 24 states.

I have a B. S. in Agricultural Business from Missouri State University and currently hold a Series 7, Series 9, Series 10, Series 63, Series 65 and Missouri Insurance licenses. 

I am married to Jason and we have three wonderful children, Bailee, Sammi, and Mia. 

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Ready to start a conversation? Contact Jeffrey Layman today.

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Morgan 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

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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