JJ
JJ
Jenny Jones is a registered investment advisor at Morgan Stanley, based in New Orleans, LA, with 21 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
1100 Poydras Street, Suite 1900, New Orleans, LA, 70163
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2013Denied
Other Business Activities
Jenny manages rental properties and collects rent from tenants, starting in 2008. She also engages in real estate property management since 2020, spending minimal time on each activity.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
November 2007 - June 2009 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2007 - June 2009 · 1 yr 7 mos
UBS Financial Services INC.Broker
October 2004 - December 2007 · 3 yrs 2 mos
State Registrations17 states
AZCACOFLGAINLAMSNCNMNVNYOHSCTNTXVA
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.