Jennifer Morris is a registered investment advisor at Morgan Stanley, based in Franklin, TN, 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
2000 Meridian Boulevard, Suite 290, Franklin, TN, 37067
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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 StanleyBroker
June 2025 - Present · 1 yr 3 mos
Morgan Stanley
June 2025 - Present · 1 yr 3 mos
Previous Registrations
Sagespring Wealth Partners
March 2024 - November 2024 · 8 mos
Raymond James Financial Services, INC.Broker
March 2024 - November 2024 · 8 mos
Kestra Advisory Services, LLC
June 2023 - January 2024 · 7 mos
Kestra Investment Services, LLCBroker
June 2023 - January 2024 · 7 mos
Wells Fargo Clearing Services, LLCBroker
October 2022 - March 2023 · 5 mos
Wells Fargo Clearing Services, LLC
October 2022 - March 2023 · 5 mos
UBS Financial Services INC.
October 2013 - October 2022 · 9 yrs
UBS Financial Services INC.Broker
October 2013 - October 2022 · 9 yrs
Morgan Stanley
June 2009 - November 2012 · 3 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2012 · 3 yrs 5 mos
Citigroup Global Markets INC.
November 2006 - June 2009 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
September 2006 - June 2009 · 2 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.