Jacklyn Borkman is a registered investment advisor at Morgan Stanley, based in Hunt Valley, MD, with 24 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
303 International Circle, Suite 500, Hunt Valley, MD, 21030
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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
October 2010 - Present · 15 yrs 7 mos
Morgan StanleyBroker
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
February 2008 - October 2010 · 2 yrs 8 mos
UBS Financial Services INC.Broker
February 2007 - October 2010 · 3 yrs 8 mos
UBS Painewebber INC.
April 1999 - February 2003 · 3 yrs 10 mos
UBS Painewebber INC.Broker
June 1997 - February 2003 · 5 yrs 8 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.