JR
JR

Jennifer Regev

7 Years of Experience
Beverly Hills, CA
Broker

Jennifer Regev is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 7 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
Loading...

Location

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

Get directions

History

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 →
Other Business Activities

Jennifer owns two rental properties in Murfreesboro, Tennessee since August 2021, generating passive rental income. These activities are investment-related.

Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 11 mos
Morgan StanleyBroker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
July 2012 - March 2013 · 8 mos
Wells Fargo Advisors, LLCBroker
July 2012 - March 2013 · 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley & CO. Incorporated
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
State Registrations41 states
ALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNJNVNYOHORPARISCSDTNTXUTVAVTWAWY
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.