JF
JF

Jennifer Franco

20 Years of Experience
Gilbert, AZ
Broker

Jennifer Franco is a registered investment advisor at Morgan Stanley, based in Gilbert, AZ, 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

400 East Rivulon Boulevard, Gilbert, AZ, 85297

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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
July 2018 - Present · 7 yrs 10 mos
Morgan Stanley
May 2018 - Present · 8 yrs
Morgan StanleyBroker
May 2018 - Present · 8 yrs
Previous Registrations
E*trade Securities LLCBroker
September 2022 - September 2023 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2005 - March 2018 · 12 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - March 2018 · 12 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jennifer Franco - Financial Advisor | TrueAdvisor