Jill Pettijohn is a registered investment advisor at Morgan Stanley, based in Sandy, UT, 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
200 West Civic Center Drive, Sandy, UT, 84070
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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 →Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Securities LLCBroker
June 2020 - September 2023 · 3 yrs 3 mos
E*trade Capital Management, LLC
June 2020 - September 2023 · 3 yrs 3 mos
Transamerica Financial Advisors, INC.
January 2018 - December 2018 · 11 mos
Transamerica Financial Advisors, INCBroker
January 2018 - December 2018 · 11 mos
Morgan Stanley
April 2015 - February 2016 · 10 mos
Morgan StanleyBroker
April 2015 - February 2016 · 10 mos
Strategic Advisers, INC.
November 2012 - February 2015 · 2 yrs 3 mos
Strategic Advisers, INC.
September 2010 - March 2011 · 6 mos
Fidelity Brokerage Services LLCBroker
July 2008 - February 2015 · 6 yrs 7 mos
Fidelity Investments Institutional Services Company, INC.Broker
October 2000 - October 2002 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.