Jerri
Wentz

Morgan Stanley

CRD#1277833
Investment Advisor
in Cincinnati, OH

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About this Advisor

Jerri Wentz is a financial advisor working in Cincinnati, Ohio who has 7 years of industry experience. Wentz is an employee of Morgan Stanley. Throughout their career, they have worked at Pnc Investments, Morgan Stanley and Morgan Stanley Private Bank, N.A. Wentz holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio and Texas. Morgan Stanley is a registered investment business headquartered in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 people on staff. It controls $1 trillion in assets under management among its 2,233,188 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a wide range of services, including 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. Fees for financial management largely depend on which services the firm provides the client. Fee types charged by Morgan Stanley may include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

7755 Montgomery Road
Cincinnati, OH 45236

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

OH Average: $7,464,549,021
Total Number of Employees

28,000

OH Average: 88
Total Number of Accounts

2,233,188

OH Average: 3,892
Average Account Size

$530,659

OH Average: $1,917,921

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

Jerri Wentz Work History

Jerri has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Morgan Stanley

2016 - Present (8 years)

Morgan Stanley Private Bank, N.A

2004 - 2016 (12 years)

Pnc Investments

*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 Jerri Wentz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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