JH
JH

Jamie Hollenbeck

25 Years of Experience
Boston, MA
Broker

Jamie Hollenbeck is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 25 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

28 State Street 26th Floor, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jamie works as an independent contractor and instructor in Burlington, MA, since 2017. This activity is investment-related but does not require any time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
July 2010 - Present · 15 yrs 10 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
November 2000 - June 2009 · 8 yrs 7 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.