Jennifer Woods is a registered investment advisor at Morgan Stanley, based in Fort Myers, FL, with 24 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
7811 University Pointe Drive, Suite 100, Fort Myers, FL, 33907
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
October 2025 - Present · 7 mos
Morgan StanleyBroker
October 2025 - Present · 7 mos
Previous Registrations
Sanctuary Advisors, LLC
May 2025 - July 2025 · 2 mos
Sanctuary Securities, INC.Broker
May 2025 - July 2025 · 2 mos
UBS Financial Services INC.
April 2024 - June 2025 · 1 yr 2 mos
UBS Financial Services INC.Broker
November 2022 - June 2025 · 2 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2022 - December 2022 · 2 mos
UBS Financial Services INC.Broker
January 2009 - August 2017 · 8 yrs 7 mos
UBS Financial Services INC.
January 2009 - August 2017 · 8 yrs 7 mos
Morgan Stanley & CO. Incorporated
August 2008 - January 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - January 2009 · 5 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2008 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2008 · 1 yr 2 mos
Morgan Stanley
May 2004 - April 2007 · 2 yrs 11 mos
Morgan Stanley Dw INC.Broker
May 2004 - April 2007 · 2 yrs 11 mos
A. G. Edwards & Sons, INC.
March 2003 - April 2004 · 1 yr 1 mo
A. G. Edwards & Sons, INC.Broker
March 2003 - April 2004 · 1 yr 1 mo
Salomon Smith Barney INC.Broker
October 1997 - November 2001 · 4 yrs 1 mo
Dean Witter Reynolds INC.Broker
March 1995 - September 1997 · 2 yrs 6 mos
Advest, INC.Broker
June 1994 - March 1995 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.