JB
JB

Jennifer Byrne

32 Years of Experience
Glenview, IL
Broker

Jennifer Byrne is a registered investment advisor at Morgan Stanley, based in Glenview, IL, 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

2700 Patriot Boulevard, Suite150, Glenview, IL, 60026

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History

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.

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Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 5 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
November 2000 - June 2009 · 8 yrs 7 mos
Lehman Brothers INC.Broker
June 1998 - December 2000 · 2 yrs 6 mos
Painewebber IncorporatedBroker
January 1995 - May 1998 · 3 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
July 1994 - January 1995 · 6 mos
Lehman Brothers INC.Broker
February 1994 - May 1994 · 3 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jennifer Byrne - Financial Advisor | TrueAdvisor