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Donna Jordan

Morgan Stanley
46 Years of Experience
Marco Island, FL
2 DisclosuresBroker
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Donna Jordan is a registered investment advisor at Morgan Stanley, based in Marco Island, FL, with 46 years of industry experience. Donna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

928 North Collier Boulevard, 3rd Floor, Marco Island, FL, 34145

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2009
Final
Customer Dispute
August 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2007 - June 2009 · 2 yrs 1 mo
UBS Financial Services INC.
June 1994 - June 2007 · 13 yrs
UBS Financial Services INC.Broker
July 1993 - June 2007 · 13 yrs 11 mos
Gruntal & CO. IncorporatedBroker
December 1982 - July 1993 · 10 yrs 7 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1980 - April 1983 · 3 yrs 2 mos
John Hancock Distributors, INC.Broker
February 1980 - April 1983 · 3 yrs 2 mos
State Registrations45 states
ARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMTNCNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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