Jennifer Walley is a registered investment advisor at Morgan Stanley, based in Ridgeland, MS, 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
1018 Highland Colony Parkway, Suite 105, Ridgeland, MS, 39157
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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 StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLC
August 2019 - April 2023 · 3 yrs 8 mos
LPL Financial LLCBroker
August 2019 - April 2023 · 3 yrs 8 mos
Thrivent Investment Management INC.Broker
March 2019 - May 2019 · 2 mos
Thrivent Investment Management INC.
March 2019 - May 2019 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - October 2018 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - October 2018 · 1 yr 3 mos
State Registrations27 states
ALARCACOCTDCDEFLGAILKYLAMEMIMSNCNJNVNYOHOKSCSDTNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.