JG
JG
Jennifer Gilbert-Duffy
31 Years of Experience
Middleton, MA
1 DisclosureBroker
Jennifer Gilbert-Duffy is a registered investment advisor at Morgan Stanley, based in Middleton, MA, 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
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Location
35 Village Road, Suite 601, Middleton, MA, 01949
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Regulatory History (1)
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Customer Dispute
April 2008Settled
Other Business Activities
Jennifer is an alumni representative on the Investment Committee for Alfred University since February 2019. This activity takes minimal time and is investment-related.
Employment History
Current Registrations
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2009 - June 2009 · 1 mo
UBS Financial Services INC.
May 2004 - May 2009 · 5 yrs
UBS Financial Services INC.Broker
February 1996 - May 2009 · 13 yrs 3 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
September 1994 - March 1996 · 1 yr 6 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.