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Janet Clements

44 Years of Experience
Dallas, TX
Broker

Janet Clements is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Janet has power of attorney and is a silent partner in Clements Family Investments, LLC, a real estate company. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 1991 - June 2009 · 18 yrs 4 mos
Citigroup Global Markets INC.Broker
February 1991 - June 2009 · 18 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1981 - March 1991 · 9 yrs 6 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Janet Clements - Financial Advisor | TrueAdvisor