JB
JB
Jennifer Burton 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 (2)
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Regulatory
June 2013Final
Employment Separation After Allegations
May 2012Employment History
Current Registrations
Morgan StanleyBroker
September 2012 - Present · 13 yrs 10 mos
Morgan Stanley
September 2012 - Present · 13 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
June 2007 - June 2012 · 5 yrs
Wells Fargo Advisors, LLCBroker
June 2007 - June 2012 · 5 yrs
Citigroup Global Markets INC.
February 2006 - June 2007 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
September 2005 - June 2007 · 1 yr 9 mos
State Registrations15 states
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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.