Jeri Connor is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211
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Regulatory History
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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Jeri owns and operates "Made by JeriLynn" on Etsy, a retail/online store, since November 2020. She dedicates a few hours per week to this activity after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations40 states
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