practice areas
practice accolades
Ranked, Band 1: Financial Services Regulation: Broker-Dealer Regulation in Chambers USA (2011)
Ranked, Band 1: Investment Funds: Registered Funds in Chambers USA (2011)
Ranked, Band 1: Investment Fund Formation and Management: Mutual Funds in The U.S. Legal 500 (2011)
Ranked, National Tier 1: Securities/Capital Markets Law, U.S. News and Best Lawyers (2010)
honors + affiliations
Listed, Investment Fund Formation and Management: Mutual Funds in The US Legal 500 (2009)
bar admissions
- New York
- District of Columbia
- Pennsylvania
- New York
-
101 Park Avenue
New York, NY 10178-0060
Phone: 212.309.7105
Fax: 212.309.6001
Jennifer L. Klass is a partner in Morgan Lewis's Investment Management and Securities Industry Practice. Ms. Klass advises investment managers and broker-dealers on a broad range of regulatory matters.
Ms. Klass has counseled compliance and business personnel on legal and regulatory matters associated with high-net-worth brokerage and asset management business, including SEC examinations and self-regulatory organization sweeps; wrap fee and other separately managed account programs; electronic delivery and online brokerage services; private banking; new products; account opening and the application of broker-dealer and investment adviser registration to non-U.S. affiliates.
Prior to joining Morgan Lewis, Ms. Klass was vice president and associate general counsel at Goldman, Sachs & Co., where she advised the private wealth management and asset management business. She previously served as an Investment Management associate in the Washington, D.C. office of Morgan Lewis.
Ms. Klass received her J.D. from Widener University School of Law in 1997 and her B.A. from Lehigh University in 1992.
Ms. Klass is admitted to practice in New York, the District of Columbia, and Pennsylvania.
education
- Widener University School of Law, 1997, J.D.
- Lehigh University, 1992, B.A., Magna Cum Laude
