JM
JM

Jennifer Magnesen

14 Years of Experience
Oak Brook, IL
Broker

Jennifer Magnesen is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 14 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

2211 York Road, Suite 100, Oak Brook, IL, 60523

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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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Employment History
Current Registrations
Morgan Stanley
March 2015 - Present · 11 yrs 2 mos
Morgan StanleyBroker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2014 - March 2015 · 8 mos
Raymond James Financial Services, INC.Broker
May 2013 - March 2015 · 1 yr 10 mos
Raymond James & Associates, INC.Broker
February 2013 - April 2013 · 2 mos
Raymond James Financial Services, INC.Broker
December 2011 - February 2013 · 1 yr 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin 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.
Jennifer Magnesen - Financial Advisor | TrueAdvisor