CJ
CJ

Cynthia Jones

16 Years of Experience
Mount Laurel, NJ
Broker

Cynthia Jones is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 16 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

330 Fellowship Road, Mount Laurel, NJ, 08054

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History

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.

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Employment History
Current Registrations
Morgan Stanley
August 2013 - Present · 12 yrs 11 mos
Morgan StanleyBroker
August 2013 - Present · 12 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2011 - August 2013 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2011 - August 2013 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2010 - February 2011 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2009 - February 2011 · 1 yr 9 mos
Citigroup Global Markets INC.Broker
March 2009 - May 2009 · 2 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Cynthia Jones - Financial Advisor | TrueAdvisor