Timothy Jennings, financial advisor Poughkeepsie NY
93 score

Timothy Jennings

CRD Number: 4553681
Current Firm: Morgan Stanley

Timothy Jennings (CRD# 4553681) is an Investment Advisor Representative working at Morgan Stanley in Poughkeepsie, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Syracuse, NY Jan 2014 - Current 4
Morgan Stanley Private Bank, N.a. Syracuse, NY Jan 2014 - Current 4
Merrill Lynch Poughkeepsie, NY Oct 2010 - Jan 2014 3
Cco Investment Services Corp Concord, MA Sep 2009 - Oct 2010 1
Student Boston, MA Apr 2009 - Sep 2009 < 1
Bank Of America, N.a. Burlington, MA Aug 2005 - Apr 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Timothy G. Jennings
Phone Number: 914-225-5510
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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