Jacqueline Tate is a registered investment advisor at Morgan Stanley, based in Clayton, MO, with 21 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
7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
July 2022 - Present · 4 yrs
Morgan StanleyBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - April 2022 · 12 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2009 - April 2022 · 13 yrs
Morgan Stanley & CO. IncorporatedBroker
August 2008 - April 2009 · 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2004 - July 2008 · 4 yrs 1 mo
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.