Jennifer A Duarte
Investment adviser representative at Morgan Stanley
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Morgan StanleyApr 2021 to now
- Purshe Kaplan Sterling Investments Inc.Jan 2021 to Mar 2021
- Octavia Risk Management LLCOct 2020 to Mar 2021
- Octavia Wealth Advisors LLCOct 2020 to Mar 2021
- Bank of AmericaMar 2018 to Oct 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2013 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6172426
- Firm CRD
- 149777