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Jaquelyn Singh

8 Years of Experience
Venice, FL
Broker

Jaquelyn Singh is a registered investment advisor at Morgan Stanley, based in Venice, FL, with 8 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

333 South Tamiami Trail, Suite 199, Venice, FL, 34285

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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

Jaquelyn is a managing member of Singh RE LLC, a real estate venture for estate purposes owned by her spouse. She is also a partner in Sojara Homes LLC and Cattleya Premier Homes LLC, both real estate ventures involving vacant land.

Employment History
Current Registrations
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Morgan StanleyBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Morgan Stanley
January 2022 - June 2024 · 2 yrs 5 mos
Morgan StanleyBroker
January 2022 - June 2024 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLC
October 2021 - January 2022 · 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2016 - January 2022 · 5 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.