Jennifer Stanley is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, 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
2200 South Utica Place, Suite 500, Tulsa, OK, 74114
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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
July 2022 - Present · 3 yrs 10 mos
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2022 - July 2022 · 6 mos
Northwestern Mutual Investment Services,llc
January 2022 - July 2022 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2004 - November 2021 · 17 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2004 - November 2021 · 17 yrs 2 mos
National Financial Services LLCBroker
January 2003 - October 2003 · 9 mos
Fidelity Brokerage Services LLCBroker
November 1999 - December 2002 · 3 yrs 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
January 1998 - November 1999 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.