Jennifer Heebink is a registered investment advisor at Morgan Stanley, based in Potomac, MD, with 26 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
12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854
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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 StanleyBroker
January 2020 - Present · 6 yrs 8 mos
Morgan Stanley
January 2020 - Present · 6 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
September 2018 - December 2019 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
April 2018 - December 2019 · 1 yr 8 mos
Keel Point Capital, LLCBroker
April 2016 - March 2018 · 1 yr 11 mos
Calvert Investment Distributors, INC.Broker
July 2007 - December 2015 · 8 yrs 5 mos
Avondale Partners, LLCBroker
November 2005 - July 2006 · 8 mos
Deutsche Bank Securities INC.Broker
June 1999 - June 2000 · 1 yr
Bt Alex. Brown IncorporatedBroker
October 1998 - June 1999 · 8 mos
Friedman, Billings, Ramsey & CO., INC.Broker
June 1992 - September 1998 · 6 yrs 3 mos
State Registrations50 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.