Jerri Wentz is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerri is a part owner of two rental properties in Cincinnati, OH, and also owns an LLC to manage real estate. She also works as a sales and marketing agent for Crump Life Insurance, selling life, long-term care, and disability insurance to PNC Investments' customers; the time commitment varies.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations25 states
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