JB
JB

Jeanine Burford

33 Years of Experience
Montecito, CA
1 DisclosureBroker

Jeanine Burford is a registered investment advisor at Morgan Stanley, based in Montecito, CA, with 33 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

1111 Coast Village Road, Montecito, CA, 93108

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Settled
Employment History
Current Registrations
Morgan Stanley
July 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - July 2023 · 12 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - July 2023 · 12 yrs 6 mos
Wells Fargo Investments, LLC
May 2001 - January 2011 · 9 yrs 8 mos
Wells Fargo Investments, LLCBroker
May 2001 - January 2011 · 9 yrs 8 mos
Wells Fargo Securities INC.Broker
March 1997 - May 2001 · 4 yrs 2 mos
Corelink Financial, INC.Broker
November 1994 - January 1997 · 2 yrs 2 mos
Smith Barney INC.Broker
July 1993 - November 1994 · 1 yr 4 mos
Lehman Brothers INC.Broker
July 1993 - July 1993 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1992 - July 1993 · 1 yr 4 mos
State Registrations18 states
AKAZCACOCTFLHIINMAMIMONHNVNYORTXVAWA
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.
Jeanine Burford - Financial Advisor | TrueAdvisor