JM
JM
Jayne Mills is a registered investment advisor at Morgan Stanley, based in Ormond Beach, FL, with 40 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
Loading...
Location
285 Clyde Morris Boulevard, Street 100, Ormond Beach, FL, 32174
Get directionsHistory
Regulatory History (1)
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
June 2010Settled
Other Business Activities
Jayne is having a novel published by She Writes Press since June 2023. This takes minimal time 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
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1985 - April 2009 · 23 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1985 - April 2009 · 23 yrs 6 mos
State Registrations40 states
ALAZCACOCTDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASCTNTXVAVTWAWI
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.