JB
JB

Jennifer Bryan

31 Years of Experience
Cincinnati, OH
Broker

Jennifer Bryan is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 31 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

7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jennifer serves as an executor/co-executor for an estate since 2021. This investment-related activity takes about 10-20% of her time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
March 2018 - Present · 8 yrs 2 mos
Morgan Stanley
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
December 2008 - April 2018 · 9 yrs 4 mos
UBS Financial Services INC.Broker
December 2008 - April 2018 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2006 - December 2008 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2004 - December 2008 · 4 yrs 6 mos
Fidelity Investments Institutional Services Company, INC.Broker
January 1998 - June 2004 · 6 yrs 5 mos
Fidelity Brokerage Services, INC.Broker
April 1994 - December 1997 · 3 yrs 8 mos
State Registrations34 states
AZCACOCTDCDEFLHIIDILINKSKYMAMDMEMIMNMONCNHNMNVNYOHPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.