Jan Jernigan is a registered investment advisor at Morgan Stanley, based in Columbia, SC, with 43 years of industry experience. Jan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1320 Main Street, Suite 800, Columbia, SC, 29201
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1994Other 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 StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
J.C. Bradford & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations42 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Sara MoffatMorgan Stanley
- Daniel PetersonMorgan Stanley
- James CovingtonMorgan Stanley
- Carl TruluckMorgan Stanley
- James WrennMorgan Stanley
- Jeremiah DavisMorgan Stanley