Jill Mchenry is a registered investment advisor at Morgan Stanley, based in Mishawaka, 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
Loading...
Location
4100 Edison Lakes Parkway, Suite 200, Mishawaka, IN, 46545
Get directionsHistory
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
November 2018 - Present · 7 yrs 6 mos
Morgan Stanley
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - November 2018 · 7 yrs 10 mos
Wells Fargo Clearing Services, LLC
January 2011 - November 2018 · 7 yrs 10 mos
Wells Fargo Investments, LLC
July 2004 - January 2011 · 6 yrs 6 mos
Wells Fargo Investments, LLCBroker
March 2004 - January 2011 · 6 yrs 10 mos
Mcdonald Investments INC.Broker
October 2003 - March 2004 · 5 mos
Mcdonald Investments INC.Broker
November 1998 - August 2003 · 4 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.