JA
JA
Jaclyn Andrews
9 Years of Experience
San Francisco, CA
2 DisclosuresBroker
Jaclyn Andrews is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 9 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
555 California Street, Pwm, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (2)
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Financial
October 2019Final
Criminal
August 1997Final Disposition
Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
First Republic Investment Management, INC.
August 2021 - May 2023 · 1 yr 9 mos
First Republic Securities Company, LLCBroker
August 2021 - May 2023 · 1 yr 9 mos
Wells Fargo Clearing Services, LLC
September 2017 - August 2021 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
September 2017 - August 2021 · 3 yrs 11 mos
Morgan Stanley
October 2016 - August 2017 · 10 mos
Morgan StanleyBroker
October 2016 - August 2017 · 10 mos
State Registrations53 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.