Jacqueline Schleimer is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 15 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
200 South Biscayne Boulevard, Suite 1100, PWM - Latin America, Miami, FL, 33131
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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 →Employment History
Current Registrations
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
May 2011 - July 2019 · 8 yrs 2 mos
J.P. Morgan Securities LLCBroker
May 2011 - July 2019 · 8 yrs 2 mos
J.P. Morgan Securities LLC
April 2011 - April 2011 · 0 mos
J.P. Morgan Securities LLCBroker
April 2011 - April 2011 · 0 mos
Barclays Capital INC.
July 2010 - May 2011 · 10 mos
Barclays Capital INC.Broker
June 2010 - May 2011 · 11 mos
Sanford C. Bernstein & CO., LLCBroker
May 2010 - June 2010 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.