JK
JK

Jana Kearns

41 Years of Experience
Modesto, CA
Broker

Jana Kearns is a registered investment advisor at Morgan Stanley, based in Modesto, CA, with 41 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

1020 10th Street, 2nd Floor, Modesto, CA, 95354

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jana owns rental real estate since 2017 and acts as a trustee/co-trustee since 2020. She spends about 10-20% of her time on property management.

Employment History
Current Registrations
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.
April 2018 - December 2019 · 1 yr 8 mos
Raymond James & Associates, INC.Broker
April 2018 - December 2019 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - March 2018 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - March 2018 · 1 yr 10 mos
Morgan Stanley
June 2011 - April 2016 · 4 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2016 · 6 yrs 10 mos
Citigroup Global Markets INC.Broker
February 2000 - June 2009 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1984 - February 2000 · 15 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jana Kearns - Financial Advisor | TrueAdvisor