JW
JW
Jodi Whitmore
30 Years of Experience
Farmington Hills, MI
1 DisclosureBroker
Jodi Whitmore is a registered investment advisor at Morgan Stanley, based in Farmington Hills, MI, 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
35055 West Twelve Mile Road, Suite 101, Farmington Hills, MI, 48331
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2000Denied
Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
September 2004 - June 2009 · 4 yrs 9 mos
Quick & Reilly, INC.
April 2004 - September 2004 · 5 mos
Quick & Reilly, INC.Broker
April 2004 - September 2004 · 5 mos
Banc One Securities Corporation
December 2001 - April 2004 · 2 yrs 4 mos
Banc One Securities CorporationBroker
February 1999 - April 2004 · 5 yrs 2 mos
First Chicago Nbd Investment Services, INC.Broker
April 1997 - February 1999 · 1 yr 10 mos
Standard Brokerage Services, INC.Broker
November 1995 - April 1997 · 1 yr 5 mos
State Registrations20 states
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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.