JC
JC
Jacqueline Clowry
30 Years of Experience
Purchase, NY
1 DisclosureBroker
Jacqueline Clowry is a registered investment advisor at Morgan Stanley, based in Purchase, NY, 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
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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Regulatory History (1)
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Financial
February 2025Final
Employment History
Current Registrations
Morgan Stanley
August 2009 - Present · 16 yrs 9 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
May 2009 - June 2009 · 1 mo
Wachovia Securities, LLCBroker
January 2007 - April 2009 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
June 2006 - January 2007 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1995 - June 2006 · 10 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.