Jennifer Margason is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, with 26 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
800 East 96th Street, Suite 400, Indianapolis, IN, 46240
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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
April 2012 - Present · 14 yrs 1 mo
Morgan StanleyBroker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
January 2006 - April 2012 · 6 yrs 3 mos
UBS Financial Services INC.Broker
April 2004 - April 2012 · 8 yrs
Fifth Third Securities, INC.Broker
September 2003 - April 2004 · 7 mos
Bisys Fund Services Limited PartnershipBroker
February 2003 - October 2003 · 8 mos
Fifth Third Securities, INC.Broker
June 2000 - September 2001 · 1 yr 3 mos
Natcity Investments, INC.Broker
June 1998 - March 1999 · 9 mos
Charles Schwab & CO., INC.Broker
November 1997 - June 1998 · 7 mos
Natcity Investments, INC.Broker
February 1997 - November 1997 · 9 mos
State Registrations41 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.