Jenny Lira is a registered investment advisor at Morgan Stanley, based in Washington, DC, 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
1747 Pennsylvania Ave, Nw Ste 900, Washington, DC, 20006
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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
October 2021 - Present · 4 yrs 9 mos
Morgan Stanley
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Morgan StanleyBroker
March 2015 - January 2021 · 5 yrs 10 mos
Morgan Stanley
March 2015 - January 2021 · 5 yrs 10 mos
PNC Investments
February 2015 - February 2015 · 0 mos
PNC InvestmentsBroker
February 2015 - February 2015 · 0 mos
Morgan Stanley
April 2012 - January 2015 · 2 yrs 9 mos
Morgan StanleyBroker
March 2012 - January 2015 · 2 yrs 10 mos
Wells Fargo Advisors, LLC
June 2010 - February 2012 · 1 yr 8 mos
Wells Fargo Advisors, LLCBroker
June 2010 - February 2012 · 1 yr 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Citigroup Global Markets INC.
December 2007 - June 2009 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
April 2007 - June 2009 · 2 yrs 2 mos
State Registrations41 states
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Exams
No exam information available for this advisor.