JH
JH

Jenna Hall

7 Years of Experience
Rutland, VT
Broker

Jenna Hall is a registered investment advisor at Morgan Stanley, based in Rutland, VT, with 7 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

90 Merchants Row, Rutland, VT, 05702

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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

Jenna is a board member and member of the family selection committee for Habitat for Humanity of Rutland County, donating a few hours per week. She also works in customer service at 99 Restaurants for about 10-20% of her time and provides notary services for Snapdocs for minimal time.

Employment History
Current Registrations
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
August 2019 - January 2020 · 5 mos
UBS Financial Services INC.Broker
January 2019 - January 2020 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jenna Hall - Financial Advisor | TrueAdvisor