Jennifer Aten is a registered investment advisor at Morgan Stanley, based in Lancaster, PA, with 14 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
300 Granite Run Drive, Suite 300, Lancaster, PA, 17601
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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 StanleyBroker
March 2016 - Present · 10 yrs 2 mos
Morgan Stanley
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Bb&t Investment Services, INC.Broker
November 2015 - January 2016 · 2 mos
Bb&t Investment Services, INC.
November 2015 - January 2016 · 2 mos
Cetera Investment Advisers LLC
January 2014 - November 2015 · 1 yr 10 mos
Cetera Investment Services LLC
June 2013 - January 2014 · 7 mos
Cetera Investment Services LLCBroker
January 2012 - November 2015 · 3 yrs 10 mos
Invest Financial CorporationBroker
January 2002 - August 2002 · 7 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.