Jennifer Thorpe, financial advisor Providence RI

Jennifer Thorpe

CRD Number: 5056829
Current Firm: Morgan Stanley

Jennifer Thorpe (CRD# 5056829) is an Investment Advisor Representative working at Morgan Stanley in Providence, RI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Providence, RI Oct 2021 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Jun 2000 - Sep 2021 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Jennifer Thorpe
Phone Number: 914-225-5510
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
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 investment companies (as well as "business development companies")
  • 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, WY

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