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Dianne Jurica

12 Years of Experience
Traverse City, MI
Broker

Dianne Jurica is a registered investment advisor at Morgan Stanley, based in Traverse City, MI, with 12 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

300 East Front Street, Suite 300, Traverse City, MI, 49684

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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.

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Other Business Activities

Dianne owns rental property in Traverse City, MI since October 2019. She spends minimal time on this investment-related activity after business hours.

Employment History
Current Registrations
Morgan Stanley
November 2013 - Present · 12 yrs 8 mos
Morgan StanleyBroker
April 2013 - Present · 13 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Dianne Jurica - Financial Advisor | TrueAdvisor