Jeremy Jenson is a registered investment advisor at Morgan Stanley, based in Orem, UT, with 8 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
Orem, UT
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Regulatory History (1)
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Financial
April 2019Final
Other Business Activities
Jeremy works as a driver for Door Dash, providing customer service. This takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs 4 mos
Morgan Stanley
November 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
November 2019 - Present · 6 yrs 10 mos
Previous Registrations
Goldman, Sachs & CO.Broker
June 2008 - December 2008 · 6 mos
E*trade Securities LLCBroker
November 2006 - May 2008 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.