JH
JH
Jennifer Heintz
30 Years of Experience
Colchester, VT
2 DisclosuresBroker
Jennifer Heintz is a registered investment advisor at Morgan Stanley, based in Colchester, VT, 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
105 West View Road, 5th Floor, Colchester, VT, 05446
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2012Settled
Customer Dispute
December 2011Settled
Employment History
Current Registrations
Morgan Stanley
April 2010 - Present · 16 yrs 1 mo
Morgan Stanley
March 2010 - Present · 16 yrs 2 mos
Morgan StanleyBroker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
January 2000 - March 2010 · 10 yrs 2 mos
UBS Financial Services INC.Broker
October 1995 - March 2010 · 14 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.