JC
JC
Jessica Corpening is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, 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
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Location
2200 South Utica Place, Suite 500, Tulsa, OK, 74114
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Regulatory History (2)
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Financial
September 2017Final
Financial
October 2016Final
Other Business Activities
Jessica owns a sole proprietorship focused on crafts, sewing, and tailoring, including selling hair clips online. She dedicates minimal time to this activity outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2008 - June 2009 · 1 yr 4 mos
Wachovia Securities, LLC
January 2008 - February 2008 · 1 mo
Wachovia Securities, LLCBroker
January 2008 - February 2008 · 1 mo
A. G. Edwards & Sons, INC.
May 2004 - January 2008 · 3 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
April 2004 - January 2008 · 3 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2002 - September 2002 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - September 2002 · 1 mo
Salomon Smith Barney INC.Broker
October 2001 - July 2002 · 9 mos
State Registrations44 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMIMNMOMTNCNENJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWY
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.