Jennifer Engle is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, with 11 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
4000 Carillon Point, Suite 600, Kirkland, WA, 98033
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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
January 2026 - Present · 6 mos
Morgan StanleyBroker
January 2026 - Present · 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2021 - January 2026 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2021 - January 2026 · 4 yrs 7 mos
Charles Schwab & CO., INC.
April 2015 - May 2021 · 6 yrs 1 mo
Charles Schwab & CO., INC.Broker
October 2014 - May 2021 · 6 yrs 7 mos
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.