Jennifer Caylo, financial advisor Lawrence Township NJ
93 score

Jennifer Caylo

CRD Number: 3164376
Current Firm: Morgan Stanley

Jennifer Caylo (CRD# 3164376) is an Investment Advisor Representative working at Morgan Stanley in Lawrence Township, NJ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Lawrenceville, NH Jul 2014 - Current 2
J.p.morgan Securities Inc. Princeton, NJ Dec 2008 - Jun 2014 5
Ag Bd LLC New York, NY Nov 1998 - Dec 2008 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Jan 2001
Contact Info for Jennifer E. Caylo
Phone Number: 914-225-5510
Registered State(s):
  • 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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