JT
JT

Jill Tokarczyk

42 Years of Experience
Olympia, WA
Broker

Jill Tokarczyk is a registered investment advisor at Morgan Stanley, based in Olympia, WA, with 42 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

724 Columbia Street Northwest, Suite 350, Olympia, WA, 98501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jill is a passive owner of Adams Properties, a holding LLC for rental properties, since 2014. She is also a board member for Tumwater School District and an officer for Capital Consulting and Development, LLC, dedicating minimal time to these roles outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.
October 1991 - June 2009 · 17 yrs 8 mos
Lehman Brothers INC.Broker
September 1985 - July 1993 · 7 yrs 10 mos
Foster & Marshall INC.Broker
October 1983 - September 1985 · 1 yr 11 mos
State Registrations31 states
AKALAZCACOFLGAHIIAIDILINKYMAMDMEMIMNNCNJNVNYOKORPASCTXVAVirgin IslandsWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jill Tokarczyk - Financial Advisor | TrueAdvisor