JS
CFP
JS
CFP

Jennifer Swetland

5 Years of Experience
Lancaster, PA
Broker

Jennifer Swetland is a CFP-designated registered investment advisor at Morgan Stanley, based in Lancaster, PA, with 5 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

300 Granite Run Drive, Suite 300, Lancaster, PA, 17601

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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

Jennifer is a member of the board of directors for Penn Square Opera, a local non-profit focused on musical performance arts. She dedicates minimal time to this role, helping to decide performance plans and the overall direction of the organization.

Employment History
Current Registrations
Morgan StanleyBroker
June 2025 - Present · 1 yr 3 mos
Morgan Stanley
June 2025 - Present · 1 yr 3 mos
Previous Registrations
RBC Capital Markets, LLC
January 2021 - June 2025 · 4 yrs 5 mos
RBC Capital Markets, LLCBroker
November 2020 - June 2025 · 4 yrs 7 mos
State Registrations13 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.
Jennifer Swetland - Financial Advisor | TrueAdvisor