Jayne Lawaich, financial advisor Boca Raton FL
93 score

Jayne Lawaich

CRD Number: 1915859
Current Firm: Morgan Stanley

Jayne Lawaich (CRD# 1915859) is an Investment Advisor Representative working at Morgan Stanley in Boca Raton, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Boca Raton, FL Jan 2013 - Current 3
Barclays Capital Inc. Philadelphia, PA Jun 2012 - Jan 2013 < 1
Morgan Stanley Smith Barney Purchase, NY Jun 2009 - Mar 2012 2
Citigroup Global Markets Inc. New Brunswick, NJ Jul 2003 - Jun 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
S65 NASAA Investment Advisors Law Examination Oct 2003
Contact Info for Jayne G. Lawaich
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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