JC
JC
Jackeline Coronado-Chaverra
12 Years of Experience
Plantation, FL
Broker
Jackeline Coronado-Chaverra is a registered investment advisor at Morgan Stanley, based in Plantation, FL, with 12 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
1200 South Pine Island Road, Suite 800, Plantation, FL, 33324
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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
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2017 - May 2021 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2017 - May 2021 · 3 yrs 11 mos
Morgan Stanley
July 2016 - June 2017 · 11 mos
Morgan StanleyBroker
April 2016 - June 2017 · 1 yr 2 mos
Hapoalim Securities USA, INC.Broker
November 2015 - March 2016 · 4 mos
David Lerner Associates, INC.Broker
August 2013 - September 2015 · 2 yrs 1 mo
State Registrations30 states
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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.