MJ
MJ

Michelle Jennings

13 Years of Experience
Lisle, IL
Broker

Michelle Jennings is a registered investment advisor at Morgan Stanley, based in Lisle, IL, with 13 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

4225 Naperville Road, Suite 255, Lisle, IL, 60532

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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

Michelle serves as a trustee/co-trustee for two trusts, one in St. Charles, Illinois and the other in Brewton, Alabama, since January 2018. These activities are investment-related and take minimal time.

Employment History
Current Registrations
Morgan Stanley
January 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
March 2013 - January 2016 · 2 yrs 10 mos
Wells Fargo Advisors, LLCBroker
November 2012 - January 2016 · 3 yrs 2 mos
State Registrations31 states
AKALAZCACOCTDCFLGAIAILINMAMDMIMNMTNCNENJNMNYOHORSCSDTNTXVAWAWI
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.
Michelle Jennings - Financial Advisor | TrueAdvisor