Jacqueline Lister is a registered investment advisor at Morgan Stanley, based in Athens, GA, 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
225 South Milledge Avenue, Athens, GA, 30605
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Jacqueline sells handmade jewelry and home decor at community events since December 2019, spending minimal time on this activity after business hours. She is also an officer on the Scholarship Committee for P.E.O., dedicating minimal time after business hours to administrative tasks and interviewing scholarship candidates.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Associated Securities CORP.
Associated Securities CORP.Broker
Mony Securities CorporationBroker
AXA Distributors, LLCBroker
AXA Advisors, LLCBroker
State Registrations17 states
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.