Unclaimed
Timothy M. Jernigan is a financial advisor with Morgan Stanley. Timothy has been in the financial industry since January 23, 2000. Timothy holds Series 7, 31, and 66 licenses and the SIE exam. Timothy is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Timothy is a registered investment advisor in Florida, Hawaii, and Texas. Timothy has been a registered representative of Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc., and Morgan Stanley DW Inc. Timothy is a manager at Jernigan Family Holdings LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Winter Park FL)
FL
01/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WINTER PARK FL)
FL
08/30/2002 - 01/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
FL
12/05/2005 - 03/08/2006
ADVEST, INC. (ORLANDO FL)
NY
01/24/2000 - 09/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Jernigan is the right advisor for you? Invested Better is here to help.