Jaclyn Andrews (CRD# 6655495) is an Investment Advisor Representative working at Morgan Stanley in San Francisco, CA and has over 7 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Smith Barney LLC | San Francisco, CA | Apr 2023 - Current | 1 |
First Republic Securities Company, LLC | San Francisco, CA | Aug 2021 - Apr 2023 | 1 |
First Republic Investment Management, Inc. | San Francisco, CA | Aug 2021 - Apr 2023 | 1 |
Wells Fargo Clearing Services, LLC | San Francisco, CA | Sep 2017 - Jul 2021 | 3 |
Morgan Stanley Private Bank, N.a. | New York, NY | Nov 2016 - Sep 2017 | < 1 |
Morgan Stanley Smith Barney LLC | San Mateo, CA | Jun 2016 - Nov 2016 | < 1 |
Blue Bear School Of Music | San Francisco, CA | Aug 2015 - Apr 2016 | < 1 |
East Bay Regional Park District | Castro Valley, CA | Feb 2015 - Aug 2015 | < 1 |
Cal State University East Bay | Hayward, CA | Sep 2014 - Jul 2015 | < 1 |
San Francisco Bay Guardian | San Francisco, CA | Dec 2010 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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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
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