JG
JG

Jennifer Guthier

31 Years of Experience
Wyomissing, PA
Broker

Jennifer Guthier is a registered investment advisor at Morgan Stanley, based in Wyomissing, PA, with 31 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

1350 Broadcasting Road, Suite 100, Wyomissing, PA, 19610

Get directions

History

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 →
Other Business Activities

Jennifer works as a Patient Access Representative for Ensemble, a healthcare revenue cycle management company, focusing on hospitals and healthcare. This role involves customer service and administrative tasks and takes about a quarter of Jennifer's time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 15 yrs 8 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2006 - June 2009 · 3 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 1997 - January 2005 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1994 - March 2006 · 12 yrs
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Jennifer Guthier - Financial Advisor | TrueAdvisor