JH
JH
Jennifer Herman is a registered investment advisor at Morgan Stanley, based in Grosse Pointe Farms, MI, with 27 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
130 Kercheval Avenue, Grosse Pointe Farms, MI, 48236
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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 StanleyBroker
December 2016 - Present · 9 yrs 5 mos
Morgan Stanley
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Wealth Management Services, LLC
September 2010 - November 2016 · 6 yrs 2 mos
LPL Financial LLC
September 2010 - November 2016 · 6 yrs 2 mos
LPL Financial LLCBroker
August 2004 - November 2016 · 12 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2000 - April 2000 · 0 mos
Lincoln Financial Advisors CorporationBroker
March 2000 - February 2004 · 3 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
March 2000 - February 2004 · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
June 1998 - December 1999 · 1 yr 6 mos
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
June 1997 - May 1998 · 11 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.