AJ
AJ

Archie Jenkins

30 Years of Experience
Jacksonville, FL
Broker

Archie Jenkins is a 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

6735 Southpoint Drive, Jacksonville, FL, 32216

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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

Archie serves as a trustee/co-trustee for a trust in Jacksonville, Florida, since 1995. This accounting/bookkeeping activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2022 - Present · 4 yrs 3 mos
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1995 - February 2022 · 26 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1995 - February 2022 · 26 yrs 4 mos
State Registrations43 states
ALARAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMIMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCTNTXUTVAVTWAWIWV
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.
Archie Jenkins - Financial Advisor | TrueAdvisor