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Jennifer Suminguit
19 Years of Experience
Cornelius, NC
1 DisclosureBroker
Jennifer Suminguit is a registered investment advisor at Morgan Stanley, based in Cornelius, NC, with 19 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
17505 West Catawba Avenue, Suite 300, Cornelius, NC, 28031
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Regulatory History (1)
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Customer Dispute
March 2022Denied
Other Business Activities
Jennifer is a board member of Creative Art Exchange. This activity is not investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Wachovia Securities, LLCBroker
January 2008 - March 2009 · 1 yr 2 mos
Wachovia Securities, LLC
January 2008 - March 2009 · 1 yr 2 mos
A. G. Edwards & Sons, INC.
November 2006 - January 2008 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
November 2006 - January 2008 · 1 yr 2 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.