JB
JB

Jenna Burt

6 Years of Experience
Alpharetta, GA
Broker

Jenna Burt is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 6 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

3 Edison Drive, Alpharetta, GA, 30005

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History

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.

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Other Business Activities

This entry describes Richard Burt Architect, where Jenna works as a clerk performing administrative tasks. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
December 2021 - Present · 4 yrs 5 mos
Morgan StanleyBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Concourse Financial Group Advisors
March 2021 - September 2021 · 6 mos
Concourse Financial Group Securities, INC.Broker
March 2021 - September 2021 · 6 mos
Raymond James & Associates, INC.
March 2020 - March 2021 · 1 yr
Raymond James & Associates, INC.Broker
March 2020 - March 2021 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2019 - March 2020 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - March 2020 · 5 mos
State Registrations16 states
AZCACOCTDEFLGAMAMDMENCNMNYTXVAWI
AdvisorBrokerBoth

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