JK
JK

Jennifer Kiezel

12 Years of Experience
Garden City, NY
Broker

Jennifer Kiezel is a registered investment advisor at Morgan Stanley, based in Garden City, NY, 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

1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530

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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

Jennifer is involved in direct sales of skincare products through Rodan & Fields since February 2018. This activity takes minimal time outside of business hours and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
October 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
October 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
October 2015 - October 2020 · 5 yrs
UBS Financial Services INC.Broker
October 2015 - October 2020 · 5 yrs
Morgan Stanley
December 2013 - October 2015 · 1 yr 10 mos
Morgan StanleyBroker
July 2013 - October 2015 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jennifer Kiezel - Financial Advisor | TrueAdvisor