JB
JB

Jennie Bueter

21 Years of Experience
Cincinnati, OH
Broker

Jennie Bueter is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 21 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

Cincinnati, OH

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 →
Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 2 mos
Morgan Stanley
April 2015 - Present · 11 yrs 1 mo
Morgan StanleyBroker
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - July 2012 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
August 2007 - June 2009 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
July 2002 - September 2005 · 3 yrs 2 mos
Mcdonald Investments INC.Broker
July 1998 - January 2001 · 2 yrs 6 mos
State Registrations45 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV
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.