Jennifer Swetland is a CFP-designated registered investment advisor at Morgan Stanley, based in Lancaster, PA, with 5 years of industry experience. Jennifer 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
300 Granite Run Drive, Suite 300, Lancaster, PA, 17601
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Regulatory History
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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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 Stanley
Morgan StanleyBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations14 states
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
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