JH
JH

Jeanne Howell

38 Years of Experience
Lawrenceville, NJ
Broker

Jeanne Howell is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 38 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

1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan Stanley
January 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
June 2015 - November 2015 · 5 mos
Blackrock Investments, LLCBroker
September 2006 - May 2015 · 8 yrs 8 mos
Fam Distributors, INC.Broker
April 2000 - September 2006 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1987 - December 2000 · 13 yrs 7 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAIDILINKSKYMAMDMIMOMSMTNCNHNJNVNYOHPASCTNTXVAVTWAWY
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.