Jennifer Magnesen, CFP® in

Jennifer Magnesen, CFP®

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Senior Portfolio Manager, Vice President - Financial Advisor at Morgan Stanley
📍 Greater Chicago Area, United States

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Experience
17 Years
Current Role
Senior Portfolio Manager, Vice President - Financial Advisor
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Jennifer shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jennifer cares about

Strategic Priorities
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Career

Work history

3-2015
Senior Portfolio Manager, Vice President - Financial Advisor
Morgan Stanley
4-2013 - 3-2015
Financial Advisor
Bradley Investment Center*
2-2013 - 4-2013
Registered Sales Associate
Raymond James Financial, Inc.
9-2011 - 2-2013
Transition Consultant
Raymond James Financial, Inc.
1-2010 - 9-2012
Operations Technical Specialist
Raymond James Financial, Inc.
In the press

Media appearances

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Education
2002 - 2006
Bachelor of Arts (B.A.)
University of Michigan
2005 - 2005
Education details unavailable
University of St. Andrews
2007
Education details unavailable
University of Michigan
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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