Jessica
Cunningham
Morgan Stanley
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About this Advisor
Jessica Cunningham is a financial advisor operating out of Bowling Green, Kentucky with a total of 4 years of industry experience. Cunningham works at Morgan Stanley. Throughout their career, Cunningham has worked at Wells Fargo Advisors, LLC, The Pawn Company, Indian Hills Country Club, Wells Fargo Clearing Services, LLC and Morgan Stanley. Cunningham holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kentucky and Texas. Morgan Stanley is an advisory company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 people on staff. It controls $1 trillion in assets under management across its 2,233,188 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees typically vary depending on which services are offered. However, fee types billed by Morgan Stanley likely include some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jessica Cunningham Work History
Jessica has been registered as a financial advisor for 4 years.*
Morgan Stanley
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
The Pawn Company
Indian Hills Country Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Cunningham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Billings, MT
Jersey City, NJ
Fort Lauderdale, FL
New York, NY
Walnut Creek, CA
Blue Bell, PA
Pueblo, CO
Oakland, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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