JB
JB

Jill Bruenning

22 Years of Experience
Sarasota, FL
Broker

Jill Bruenning is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 22 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
Loading...

Location

2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236

Get directions

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.

Learn about disclosures →
Other Business Activities

Jill sells essential oils through doTerra since 2016. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
June 2005 - June 2009 · 4 yrs
Citigroup Global Markets INC.Broker
June 2005 - June 2009 · 4 yrs
Morgan Stanley
December 2004 - June 2005 · 6 mos
Morgan Stanley Dw INC.Broker
December 2004 - June 2005 · 6 mos
Wachovia Securities, LLC
November 2003 - January 2004 · 2 mos
Wachovia Securities, LLCBroker
July 2003 - January 2004 · 6 mos
Prudential Securities IncorporatedBroker
February 2003 - July 2003 · 5 mos
Morgan Stanley Dw INC.Broker
August 2002 - February 2003 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.