Jennifer L Krumholz

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

• 11/2014 → 08/2016
  Bbrg
  Troy, MI
• 07/2015 → 04/2021
  Oppenheimer & Co. Inc.
  Birmingham, MI
• 12/2016 → 02/2018
  Team Detroit Volleyball Club
  West Bloomfield, MI
• 07/2023 → Present
  Morgan Stanley
  Bloomfield Hills, MI
• 05/2021 → 07/2023
  Schaeffler Group Usa
  Troy, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-08-25
• S63 Uniform Securities Agent State Law Examination
  2019-03-15

Other Names

• Jennifer Krumholz
• Jennifer Lorraine Krumholz
• Jenn Krumholz
• Jennifer L Krumholz
• Jennifer Lorraine Krumholz Merrifield
• Jennifer L K Merrifield
• Jennifer Merrifield
• Jenn Merrifield
• Jennifer L Merrifield