Jacquelyn Etling is a registered investment advisor at Morgan Stanley, based in Chesterfield, MO, with 27 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
14805 North Outer forty Road Suite 200, Chesterfield, MO, 63017
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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
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
April 2011 - September 2014 · 3 yrs 5 mos
Wells Fargo Advisors, LLCBroker
June 2005 - September 2014 · 9 yrs 3 mos
Morgan Stanley Dw INC.Broker
June 2003 - June 2005 · 2 yrs
UBS Painewebber INC.Broker
November 1999 - May 2003 · 3 yrs 6 mos
Birchtree Financial Services, INC.Broker
June 1998 - October 1999 · 1 yr 4 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.