Jenna Steinhauer is a registered investment advisor at Morgan Stanley, based in Long Beach, CA, 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
3840 Kilroy Airport Way, Suite 400, Long Beach, CA, 90806
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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 Stanley
October 2024 - Present · 1 yr 7 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2024 - October 2024 · 7 mos
J.P. Morgan Securities LLCBroker
September 2023 - October 2024 · 1 yr 1 mo
J.P. Morgan Private Wealth Advisors LLC
April 2019 - October 2024 · 5 yrs 6 mos
First Republic Securities Company, LLCBroker
April 2019 - September 2023 · 4 yrs 5 mos
J.P. Morgan Securities LLC
June 2017 - April 2019 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
June 2017 - April 2019 · 1 yr 10 mos
UBS Financial Services INC.
June 2015 - May 2017 · 1 yr 11 mos
UBS Financial Services INC.Broker
June 2015 - May 2017 · 1 yr 11 mos
J.P. Morgan Securities LLC
September 2014 - June 2015 · 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2015 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
August 2010 - October 2012 · 2 yrs 2 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.