JW
JW

Jennifer Waletski

6 Years of Experience
Bloomington, MN
Broker

Jennifer Waletski is a registered investment advisor at Morgan Stanley, based in Bloomington, MN, 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

8300 Norman Center Drive, Bloomington, MN, 55437

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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

Jennifer is a partner at Tokach Group LLC, a real estate business, since May 2022. She dedicates minimal time to this activity outside of business hours for administrative tasks.

Employment History
Current Registrations
Morgan Stanley
December 2019 - Present · 6 yrs 5 mos
Morgan StanleyBroker
November 2019 - Present · 6 yrs 6 mos
State Registrations17 states
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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.