JM
JM

Jill Maines

35 Years of Experience
San Francisco, CA
Broker

Jill Maines is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 35 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

555 California Street, Pwm, San Francisco, CA, 94104

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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.

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Other Business Activities

Jill is involved with two estates in Ravenna, Ohio since 2022, spending minimal time on these activities. She also works as a Pilates instructor at Club Pilates locations in Palo Alto and San Jose, California, dedicating a few hours per week to this.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
August 1993 - June 2009 · 15 yrs 10 mos
Everen Securities, INC.Broker
June 1992 - June 1993 · 1 yr
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1990 - June 1992 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jill Maines - Financial Advisor | TrueAdvisor