JD
JD

Jill Drinkwater

48 Years of Experience
Santa Fe, NM
1 DisclosureBroker

Jill Drinkwater is a registered investment advisor at Morgan Stanley, based in Santa Fe, NM, with 48 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

150 Washington Avenue, Suite 301, Santa Fe, NM, 87501

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History

Regulatory History (1)
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Customer Dispute
March 2008
Denied
Other Business Activities

Jill is a sole proprietor/owner of Goldrun Apartments, a rental property in Boulder, Colorado, since 2021, spending minimal time on it. She is also a partner in Cars and Cards, an automotive/transportation business in Santa Fe, New Mexico, since 2023, dedicating minimal time to administrative tasks.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 1993 - April 2007 · 14 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 1987 - April 2007 · 19 yrs 9 mos
Dean Witter Reynolds INC.Broker
June 1987 - June 1987 · 0 mos
E. F. Hutton & Company INCBroker
September 1977 - June 1987 · 9 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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