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Advisors / Illinois / Barrington
3yrs

Jennifer Ebert

Financial advisor at Morgan Stanley

Jennifer Ebert has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Barrington, Illinois. Jennifer joined Morgan Stanley in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 194 advisors with offices in Barrington, and one of 183 fiduciaries.

Barrington, IL 60010Fiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office760 West Main Street Suite 200, Barrington, IL 60010
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state

Services through Morgan Stanley

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
    Morgan StanleyCurrent firm

Questions to ask Jennifer

Tailored to Jennifer’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jennifer

How do I contact Jennifer?

Call Morgan Stanley at (914) 225-5510 and ask for Jennifer Ebert. Jennifer works from the Barrington, IL office.

How long has Jennifer been a financial advisor?

Jennifer has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Jennifer hold?

Series 66. Tap any license on this page to see what it allows.

Is Jennifer a fiduciary?

Jennifer is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jennifer paid?

Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jennifer for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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