Jennifer Cai is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, 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
2725 Sand Hill Road, Pwm, Menlo Park, CA, 94025
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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
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLCBroker
October 2019 - October 2022 · 3 yrs
RBC Capital Markets, LLCBroker
May 2009 - February 2019 · 9 yrs 9 mos
Credit Suisse Securities (USA) LLCBroker
January 2003 - June 2009 · 6 yrs 5 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
October 2001 - January 2003 · 1 yr 3 mos
Credit Suisse First Boston CorporationBroker
May 2001 - October 2001 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.