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Jennifer Siciliano

21 Years of Experience
San Francisco, CA
Broker

Jennifer Siciliano is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, 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

101 California Street 23rd Floor, San Francisco, CA, 94111

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History

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.

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Other Business Activities

Jennifer is a partner at R. Bennett Limited Partnership, involved in agriculture and real estate since June 2024. She spends minimal time on accounting, property management, and other related tasks.

Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Jmp Securities LLCBroker
April 2005 - March 2010 · 4 yrs 11 mos
Wells Fargo Securities, LLCBroker
November 2004 - March 2005 · 4 mos
State Registrations16 states
CADCFLHIMAMDMSNCNJNVNYORSDTXVAWA
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.