Jennifer Firlings is a registered investment advisor at Morgan Stanley, based in New York, NY, with 23 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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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
August 2025 - Present · 9 mos
Morgan StanleyBroker
August 2025 - Present · 9 mos
Previous Registrations
Bny Mellon Securities CorporationBroker
December 2019 - November 2024 · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - December 2019 · 10 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Oppenheimerfunds Distributor, INC.Broker
August 2006 - April 2008 · 1 yr 8 mos
Prudential Investment Management Services LLCBroker
September 2002 - July 2006 · 3 yrs 10 mos
Cibc World Markets CORP.Broker
July 2000 - October 2001 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.