JT
JT
Jenna Trolson
18 Years of Experience
Beverly Hills, CA
1 DisclosureBroker
Jenna Trolson is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 18 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
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Financial
July 2018Final
Employment History
Current Registrations
Morgan StanleyBroker
September 2025 - Present · 8 mos
Morgan Stanley
September 2025 - Present · 8 mos
Previous Registrations
UBS Financial Services INC.Broker
June 2023 - September 2025 · 2 yrs 3 mos
UBS Financial Services INC.
June 2023 - September 2025 · 2 yrs 3 mos
First Republic Investment Management, INC.
January 2020 - July 2023 · 3 yrs 6 mos
First Republic Securities Company, LLCBroker
January 2020 - July 2023 · 3 yrs 6 mos
Morgan Stanley
September 2015 - January 2020 · 4 yrs 4 mos
Morgan StanleyBroker
September 2015 - January 2020 · 4 yrs 4 mos
J.P. Morgan Securities LLCBroker
January 2015 - August 2015 · 7 mos
J.P. Morgan Securities LLC
January 2015 - August 2015 · 7 mos
Morgan Stanley
December 2011 - January 2015 · 3 yrs 1 mo
Morgan StanleyBroker
December 2011 - January 2015 · 3 yrs 1 mo
Edward JonesBroker
February 2011 - November 2011 · 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2010 · 1 yr 2 mos
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
Morgan Stanley & CO., Incorporated
May 2007 - November 2007 · 6 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - November 2007 · 7 mos
Morgan Stanley Dw INC.Broker
December 2006 - April 2007 · 4 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.