JB
JB
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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Regulatory History (1)
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Customer Dispute
March 2008Settled
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.