Jennifer Lee Benson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → Present
  Morgan Stanley
  San Francisco, CA
• 05/2005 → 05/2017
  Na
  San Francisco, Los Angles, CA
• 10/2016 → 04/2017
  Littlelane
  San Francisco, CA

Other Businesses

*601023- POA; Investment related- Yes; Novato, California; 07/2024; During business hours: 0; After business hours: 2 *601026 - POA; Investment related- Yes; Novato, California; 07/2024; During business hours: 0; After business hours: 2 *680970- Redwood Food Ventures; Investment related: Yes; Greenbrae, California; Operate LLC for the purpose of developing and distributing a consumer snack food product; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 10; Other Operate LLC for the purpose of developing and distributing a consumer snack food product

Exams

• S66 Uniform Combined State Law Examination
  2020-11-30
• S63 Uniform Securities Agent State Law Examination
  2002-08-20

Other Names

• Jennifer Lee Benson
• Jennifer Lee Kawaja