Wendy Jennings is a registered investment advisor at Morgan Stanley, based in Leawood, KS, with 13 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
11161 Overbrook Road, Suite 225, Leawood, KS, 66211
Get directionsHistory
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
April 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
August 2020 - March 2024 · 3 yrs 7 mos
Raymond James & Associates, INC.Broker
July 2020 - March 2024 · 3 yrs 8 mos
UBS Financial Services INC.
November 2017 - August 2020 · 2 yrs 9 mos
UBS Financial Services INC.Broker
September 2017 - August 2020 · 2 yrs 11 mos
Painewebber IncorporatedBroker
January 1994 - May 1999 · 5 yrs 4 mos
State Registrations43 states
AKALARAZCACODCDEFLGAHIIAIDILINKSKYMAMDMIMNMONCNENJNVNYOHOKORPAPRRISCTNTXUTVAVTWAWIWVWY
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.