Jennifer Jagodzinski is a registered investment advisor at Morgan Stanley, based in Toledo, OH, with 15 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
7311 Crossleigh Court, Toledo, OH, 43617
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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 Stanley
September 2025 - Present · 8 mos
Morgan StanleyBroker
September 2025 - Present · 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2023 - August 2025 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2022 - August 2025 · 2 yrs 10 mos
Cetera Investment Services LLCBroker
May 2019 - August 2022 · 3 yrs 3 mos
LPL Financial LLCBroker
October 2011 - May 2019 · 7 yrs 7 mos
Uvest Financial Services Group, INC.Broker
December 2009 - October 2011 · 1 yr 10 mos
State Registrations48 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.