Jennifer Walley (CRD# 6801459) is an Investment Advisor Representative working at Morgan Stanley in Ridgeland, MS and has over 6 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Ridgeland, MS | Apr 2023 - Current | 1 |
| Morgan Stanley Private Bank, N.a | New York, NY | Apr 2023 - Current | 1 |
| Lpl Financial LLC | Jackson, MS | Aug 2019 - Apr 2023 | 3 |
| Trustmark National Bank | Jackson, MS | Jul 2019 - Mar 2023 | 3 |
| Fuzzy's Taco Shop | Clinton, MS | May 2019 - Jul 2019 | < 1 |
| Thrivent Investment Management Inc. | Ridgeland, MS | Mar 2019 - May 2019 | < 1 |
| Unemployed | Ridgeland, MS | Nov 2018 - Mar 2019 | < 1 |
| Bank Of America, N.a. | Ridgeland, MS | Oct 2017 - Oct 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ridgeland, MS | May 2017 - Oct 2018 | 1 |
| Extended Travel/ Medical | Madison, MS | Dec 2016 - Apr 2017 | < 1 |
| Sammy's | Spring, TX | Apr 2016 - Nov 2016 | < 1 |
| Home Making/ Extended Travel | Spring, TX | Jan 2015 - Apr 2016 | 1 |
| Apostrophe D | Frisco, TX | Jun 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- MS
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
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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