Jackie RileyCRD Number: 1824778
Current Firm: Morgan Stanley
Jackie Riley (CRD# 1824778) is an Investment Advisor Representative working at Morgan Stanley in Toledo, OH and has over 16 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Morgan Stanley||Toledo, OH||Jun 2009 - Current||8|
|Citigroup Global Markets Inc.||Toledo, OH||Oct 2001 - Jun 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Mar 2007|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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