JH
CFP
JH
CFP

Jennifer Holden

30 Years of Experience
Jacksonville, FL
Broker

Jennifer Holden is a CFP-designated registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 30 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

50 North Laura Street, Suite 2000, Jacksonville, FL, 32202

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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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Other Business Activities

Jennifer is an executive cabinet member for the American Heart Association's Go Red for Women campaign, fundraising for women's health and well-being. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
UBS Financial Services INC.
July 2016 - September 2024 · 8 yrs 2 mos
UBS Financial Services INC.Broker
June 2016 - September 2024 · 8 yrs 3 mos
Metlife Investors Distribution CompanyBroker
April 2006 - June 2016 · 10 yrs 2 mos
Tower Square Securities, INC.Broker
October 2003 - April 2006 · 2 yrs 6 mos
Directed Services, INC.Broker
June 2001 - July 2003 · 2 yrs 1 mo
Aetna Investment Services, LLCBroker
August 2000 - July 2001 · 11 mos
Dean Witter Reynolds INC.Broker
August 1994 - April 1999 · 4 yrs 8 mos
State Registrations32 states
ALCACOCTDCDEFLGAIAILINKSKYMAMDMIMOMSMTNCNJNMNVNYOHOKPARISCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.