JD
JD
Jeannette Deorchis
44 Years of Experience
Boca Raton, FL
9 DisclosuresBroker
Jeannette Deorchis is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009Settled
Customer Dispute
February 2009Denied
Customer Dispute
August 2004Settled
Customer Dispute
June 2003Settled
Customer Dispute
May 2003Denied
Customer Dispute
October 2002Denied
Customer Dispute
January 2001Denied
Customer Dispute
July 1994Settled
Customer Dispute
October 1991Settled
Other Business Activities
Jeannette owns rental property in Boca Raton, FL, since January 2020. She spends minimal time on activities such as hiring contractors and managing tenants.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 1994 - June 2009 · 15 yrs 2 mos
Citigroup Global Markets INC.Broker
April 1994 - June 2009 · 15 yrs 2 mos
Prudential Securities IncorporatedBroker
May 1985 - April 1994 · 8 yrs 11 mos
Bevill, Bresler & Schulman IncorporatedBroker
July 1983 - April 1985 · 1 yr 9 mos
Hanauer, Stern & Company,incorporatedBroker
November 1981 - July 1983 · 1 yr 8 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAIDILINLAMAMDMEMIMNMTNCNHNJNMNVNYOHOKPARISCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.