RJ
RJ

Robert Jardine

24 Years of Experience
New Orleans, LA
Broker

Robert Jardine is a registered investment advisor at Morgan Stanley, based in New Orleans, LA, 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
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

1100 Poydras Street, Suite 1900, New Orleans, LA, 70163

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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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Other Business Activities

Robert serves on the advisory committee for The Kemper & Leila Williams Foundation, a museum and historic research organization, since 2007. He dedicates minimal time to this role, advising on strategic planning, budgeting, finance, and project prioritization.

Employment History
Current Registrations
Morgan Stanley
January 2012 - Present · 14 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
January 2005 - February 2006 · 1 yr 1 mo
Banc One Securities Corporation
June 2002 - February 2003 · 8 mos
Banc One Securities CorporationBroker
December 1999 - February 2003 · 3 yrs 2 mos
State Registrations17 states
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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.
Robert Jardine - Financial Advisor | TrueAdvisor