JW
JW
Jacquelyne White
32 Years of Experience
Toms River, NJ
2 DisclosuresBroker
Jacquelyne White is a registered investment advisor at Morgan Stanley, based in Toms River, NJ, with 32 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
1433 Hooper Avenue, Toms River, NJ, 08753
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2004Settled
Customer Dispute
September 1999Settled
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
October 1994 - June 2009 · 14 yrs 8 mos
Wheat, First Securities, INC.Broker
April 1993 - October 1994 · 1 yr 6 mos
State Registrations19 states
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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.