Jen-Wei Chi is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, 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
Loading...
Location
245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301
Get directionsHistory
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
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2006 - April 2007 · 1 yr
Morgan Stanley Dw INC.Broker
March 2006 - April 2007 · 1 yr 1 mo
Charles Schwab & CO., INC.
February 2005 - April 2006 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
February 2002 - April 2006 · 4 yrs 2 mos
Charles Schwab & CO., INC.Broker
November 2000 - December 2001 · 1 yr 1 mo
Round Hill Securities, INC.Broker
March 1995 - October 2000 · 5 yrs 7 mos
First Allied Securities, INC.Broker
December 1994 - March 1995 · 3 mos
First Affiliated SecuritiesBroker
October 1994 - December 1994 · 2 mos
First California SecuritiesBroker
August 1993 - November 1994 · 1 yr 3 mos
State Registrations12 states
AZCACOILNJNVNYORSDTXVirgin IslandsWA
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.