Jennifer Todd, financial advisor Miami Beach FL
78 score

Jennifer Todd

CRD Number: 3048617
Current Firm: Morgan Stanley

Jennifer Todd (CRD# 3048617) is an Investment Advisor Representative working at Morgan Stanley in Miami Beach, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Miami, FL May 2014 - Current 2
Ansasi Capital, LLC Aventura, FL Apr 2013 - May 2014 1
Global Investor Services Miami, FL May 2013 - Feb 2014 < 1
Tempus Quo Capital Management, LLC Aventura, FL Jul 2012 - Apr 2013 < 1
Morgan Stanley Smith Barney Miami, FL Aug 2011 - Jun 2012 < 1
Hightower & Partners Miami, FL Jun 2010 - Aug 2011 1
N/a - Homemaker Miami, FL Nov 2009 - Jun 2010 < 1
Racingtraders.com Ltd. Easton, MD Jul 2006 - Nov 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Jennifer M. Todd
Phone Number: 914-225-5510
Registered State(s):
  • FL
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
78

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