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Jay Snell

4 Years of Experience
Perrysburg, OH
Broker

Jay Snell is a registered investment advisor at Morgan Stanley, based in Perrysburg, OH, with 4 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

6250 Levis Common Blvd, Perrysburg, OH, 43551

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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

Jay is a partial owner of El Penon LLC, a real estate business in Mexico, since 2021. He dedicates minimal time to this investment-related activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wedbush Securities INC.Broker
May 2021 - November 2022 · 1 yr 6 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.