Jacquelyne White
Jacquelyne White is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 33 years of industry experience. Jacquelyne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2150 Highway 35, Suite 200, Sea Girt, NJ, 08750
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Regulatory History (2)
Customer Dispute
October 2004Customer Dispute
September 1999Other Business Activities
Jacquelyne is involved with a trust in Toms River, NJ since 2004. This investment-related activity takes minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wheat, First Securities, INC.Broker
State Registrations20 states
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
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