Jill Barkley is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, 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
800 East 96th Street, Suite 400, Indianapolis, IN, 46240
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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
June 2022 - Present · 4 yrs 3 mos
Morgan StanleyBroker
June 2022 - Present · 4 yrs 3 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
July 2002 - June 2022 · 19 yrs 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2002 - June 2022 · 20 yrs
Robert W. Baird & CO. IncorporatedBroker
September 1998 - June 2002 · 3 yrs 9 mos
Fifth Third/the Ohio CompanyBroker
June 1998 - October 1998 · 4 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.