Jill Loveren is a registered investment advisor at Morgan Stanley, based in Manchester, NH, with 25 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
1155 Elm Street, 6th Floor, Manchester, NH, 03101
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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 2012 - Present · 13 yrs 5 mos
Morgan Stanley
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
December 2008 - December 2012 · 4 yrs
UBS Financial Services INC.Broker
December 2008 - December 2012 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - December 2008 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2003 - December 2008 · 5 yrs 8 mos
Morgan Stanley
December 2002 - March 2003 · 3 mos
Morgan Stanley Dw INC.Broker
May 2000 - March 2003 · 2 yrs 10 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCSDTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.