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Jennifer Segura is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 28 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
58 South Service Road, Suite 400, Melville, NY, 11747
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Regulatory History (2)
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Customer Dispute
April 2009Denied
Customer Dispute
October 2008Closed-No Action
Other Business Activities
Jennifer jointly owns a two-family home rental property with her spouse since 1998. This investment-related activity involves collecting monthly rent and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
January 1998 - June 2009 · 11 yrs 5 mos
State Registrations28 states
ALAZCACOCTDCDEFLGAHIIDILMAMDMNNCNJNMNVNYORPASCTXVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.