BJ
BJ

Brenda Jagels

37 Years of Experience
Tulsa, OK
Broker

Brenda Jagels is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, with 37 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

2200 South Utica Place, Suite 500, Tulsa, OK, 74114

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Brenda is a sole proprietor/owner of an agriculture business since April 2021. She spends minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2006 - June 2009 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
September 2006 - June 2009 · 2 yrs 9 mos
Morgan Stanley
March 1995 - September 2006 · 11 yrs 6 mos
Morgan Stanley Dw INC.Broker
September 1988 - September 2006 · 18 yrs
Fitzgerald, Dearman & Roberts, INC.Broker
September 1988 - January 1990 · 1 yr 4 mos
State Registrations14 states
CACOCTFLGAKSMDMEMONEOKTXVAWV
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.
Brenda Jagels - Financial Advisor | TrueAdvisor