Jennifer Stephens is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 20 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
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
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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
January 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2011 - January 2020 · 8 yrs 9 mos
J.P. Morgan Securities LLC
April 2011 - January 2020 · 8 yrs 9 mos
UBS Financial Services INC.
October 2009 - April 2011 · 1 yr 6 mos
UBS Financial Services INC.Broker
August 2006 - April 2011 · 4 yrs 8 mos
Gpc Securities, INC.Broker
January 2006 - July 2006 · 6 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.