JL
JL

Jennifer Lucke

32 Years of Experience
Spokane, WA
Broker

Jennifer Lucke is a registered investment advisor at Morgan Stanley, based in Spokane, WA, with 32 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

717 West Sprague Avenue, Suite 500, Spokane, WA, 99201

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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

Jennifer is a sole proprietor involved in jewelry making since December 2018. She spends minimal time on this activity after business hours purchasing supplies and making jewelry.

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 1994 - June 2009 · 14 yrs 9 mos
Citigroup Global Markets INC.Broker
February 1994 - June 2009 · 15 yrs 4 mos
State Registrations23 states
AKALAZCACOFLGAIDILMDMIMNMTNENJNVNYORSCTXUTVAWA
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.