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Jill R Fulmer

Morgan Stanley

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About Jill R Fulmer

Jill R. Fulmer is a financial advisor with Morgan Stanley. Jill has been in the industry since 1994 and holds multiple licenses, including Series 7, 63, 65, 24, 9, 10, 3, 31, and SIE. Jill has a history of working for firms like LPL FINANCIAL LLC, Merrill Lynch, J.P. Morgan Securities LLC, and UBS Financial Services Inc. Jill provides financial planning, pension consulting, educational seminars, and selection of other advisors to a wide range of clients, including individuals, businesses, investment companies, and charitable organizations.

Firm Information

Jill Fulmer is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Jill Fulmer’s Registration & Firm History

AZ

08/01/2017 - Present

Morgan Stanley (PRESCOTT AZ)

CA

07/01/2014 - 12/24/2015

LPL FINANCIAL LLC (SAN DIEGO CA)

CA

08/08/2013 - 06/11/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

CA

10/01/2012 - 07/23/2013

J.P. MORGAN SECURITIES LLC (DEL MAR CA)

AZ

06/01/2009 - 10/05/2012

MORGAN STANLEY SMITH BARNEY (SCOTTSDALE AZ)

CA

09/19/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)

AZ

09/12/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (SCOTTSDALE AZ)

AZ

06/18/2008 - 10/17/2008

UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)

AZ

10/31/2005 - 05/28/2008

AIG FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

05/26/2004 - 06/08/2007

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

GA

05/26/2004 - 06/05/2007

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

GA

05/26/2004 - 06/05/2007

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

05/26/2004 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

AZ

05/26/2004 - 12/31/2004

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

AZ

05/26/2004 - 12/31/2004

SPELMAN & CO., INC. (PHOENIX AZ)

TX

04/15/1998 - 05/05/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

03/20/1997 - 06/24/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

05/18/1994 - 02/14/1997

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/08/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/24/1999

Series 24 - General Securities Principal Examination

BC

Issued 06/22/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2009

Series 3 - National Commodity Futures Examination

BC

Issued 01/06/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 05/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jill R Fulmer.
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