RJ
RJ

Richard Jambrina

32 Years of Experience
Morristown, NJ
1 DisclosureBroker

Richard Jambrina is a registered investment advisor at Morgan Stanley, based in Morristown, 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
Loading...

Location

340 Mount Kemble Avenue, Morristown, NJ, 07960

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2001
Settled
Other Business Activities

Richard is a member of the Board of Directors for the Catholic Youth Ministry Basketball Board at St. James School. He helps run the basketball program at the school.

Employment History
Current Registrations
Morgan StanleyBroker
September 2025 - Present · 8 mos
Morgan Stanley
September 2025 - Present · 8 mos
Previous Registrations
UBS Financial Services INC.Broker
July 2010 - September 2025 · 15 yrs 2 mos
UBS Financial Services INC.
July 2010 - September 2025 · 15 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - July 2010 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1994 - July 2010 · 15 yrs 9 mos
Hibbard Brown & CO., INC.Broker
December 1993 - July 1994 · 7 mos
State Registrations23 states
AZCACOCTDCDEFLGAILKYMAMDNCNHNJNYPASCTNTXVAWAWV
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.