JT
JT

Jennifer Toney

13 Years of Experience
Long Beach, CA
Broker

Jennifer Toney is a registered investment advisor at Morgan Stanley, based in Long Beach, CA, 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

3840 Kilroy Airport Way, Suite 400, Long Beach, CA, 90806

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jennifer is a property manager for an investment property in Mammoth Lakes, CA, since October 2018. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2013 - Present · 13 yrs
Morgan StanleyBroker
March 2013 - Present · 13 yrs 2 mos
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.