Jennifer Yanz is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 29 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
233 South Wacker Drive Suite 9200, Pwm, Chicago, IL, 60606
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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
June 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
June 2018 - Present · 8 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
November 2015 - April 2017 · 1 yr 5 mos
UBS Financial Services INC.Broker
July 2015 - April 2017 · 1 yr 9 mos
Duncan-Williams, INC.Broker
April 2005 - May 2005 · 1 mo
R.W. Smith & Associates, LLCBroker
February 2005 - June 2015 · 10 yrs 4 mos
Wolfe & Hurst Bond Brokers INC.Broker
July 2004 - February 2005 · 7 mos
Carr Futures INC.Broker
September 2001 - November 2003 · 2 yrs 2 mos
Bridge Trading CompanyBroker
October 1998 - August 2001 · 2 yrs 10 mos
Prudential Securities IncorporatedBroker
October 1995 - August 1998 · 2 yrs 10 mos
American Express Financial Advisors INC.Broker
October 1994 - July 1995 · 9 mos
Ids Life Insurance CompanyBroker
October 1994 - July 1995 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.