Jan Jernigan is a registered investment advisor at Morgan Stanley, based in Columbia, SC, with 42 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
1320 Main Street, Suite 800, Columbia, SC, 29201
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Regulatory History (1)
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Customer Dispute
May 1994Settled
Other Business Activities
Jan is a board member for the University of SC Board of Dance, a non-profit education organization, spending one hour per week. She is also a board member for the Capital City/Lake Murray Country Regional Tourism Board, dedicating minimal time to marketing and promoting tourism in SC.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
UBS Financial Services INC.Broker
August 2000 - March 2009 · 8 yrs 7 mos
UBS Financial Services INC.
August 2000 - March 2009 · 8 yrs 7 mos
J.C. Bradford & CO.Broker
January 1999 - August 2000 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1983 - January 1999 · 15 yrs 7 mos
State Registrations42 states
ALARAZCACOCTDCFLGAHIIAILINKSKYLAMAMDMIMNMOMSMTNCNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.