Jenny Lee is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, 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
55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101
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Regulatory History (1)
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Employment Separation After Allegations
September 2012Other Business Activities
Jenny is involved in the management of rental property through Lee & Young Management, Inc. and SEJI Management LLC, dedicating minimal time outside of business hours to each.
Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Morgan StanleyBroker
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
New England Securities Corporation
February 2013 - December 2013 · 10 mos
New England SecuritiesBroker
January 2013 - December 2013 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2012 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2012 · 3 yrs
Banc of America Investment Services, INC.
September 2007 - October 2009 · 2 yrs 1 mo
Banc of America Investment Services, INC.Broker
May 2007 - October 2009 · 2 yrs 5 mos
Chase Investment Services CORP.Broker
March 2005 - December 2006 · 1 yr 9 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.