JA
JA

Jennifer Atienza

13 Years of Experience
Sherman Oaks, CA
Broker

Jennifer Atienza is a registered investment advisor at Morgan Stanley, based in Sherman Oaks, 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
Loading...

Location

15260 Ventura Boulevard, Suite 1900, Sherman Oaks, CA, 91403

Get directions

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.

Learn about disclosures →
Other Business Activities

Jennifer is involved with Fletcher Scientific LLC, providing medical writing consulting services since 2015. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2013 - Present · 13 yrs
Morgan StanleyBroker
May 2013 - Present · 13 yrs
Previous Registrations
Waddell & Reed
February 2013 - April 2013 · 2 mos
Waddell & Reed, INC.Broker
January 2013 - April 2013 · 3 mos
State Registrations31 states
ARAZCACODCFLGAHIIDILKSMAMDMEMIMNMONCNENJNMNVNYORPASCTXUTVAWAWY
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 Atienza - Financial Advisor | TrueAdvisor