JM
JM

Jennifer Micale

17 Years of Experience
West Conshohocken, PA
Broker

Jennifer Micale is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 17 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

100 Front Street, Suite 600, West Conshohocken, PA, 19428

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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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Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2018 - March 2022 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - March 2022 · 3 yrs 9 mos
Strategic Advisers, INC.
May 2016 - November 2017 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
April 2016 - November 2017 · 1 yr 7 mos
Strategic Advisers, INC.
December 2012 - July 2015 · 2 yrs 7 mos
Fidelity Brokerage Services LLCBroker
November 2012 - June 2015 · 2 yrs 7 mos
Wells Fargo Advisors, LLCBroker
June 2011 - November 2012 · 1 yr 5 mos
Wells Fargo Advisors, LLC
May 2011 - November 2012 · 1 yr 6 mos
Strategic Advisers, INC.
March 2008 - June 2010 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
January 2008 - June 2010 · 2 yrs 5 mos
Ameriprise Financial Services, INC.
June 2007 - August 2007 · 2 mos
Ameriprise Financial Services, INC.Broker
June 2007 - August 2007 · 2 mos
Ameriprise Financial Services, INC.
June 2005 - April 2007 · 1 yr 10 mos
Ameriprise Financial Services, INC.Broker
June 2005 - April 2007 · 1 yr 10 mos
Ids Life Insurance CompanyBroker
June 2005 - July 2006 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.