Jana Scott is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 35 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
250 Fillmore Street, Suite 104, Denver, CO, 80206
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Regulatory History (3)
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Financial
October 2024Final
Financial
September 2024Final
Financial
August 2024Final
Employment History
Current Registrations
Morgan Stanley
November 2013 - Present · 12 yrs 6 mos
Morgan Stanley
November 2013 - Present · 12 yrs 6 mos
Morgan StanleyBroker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Concourse Securities LLCBroker
May 2013 - July 2013 · 2 mos
Ha&w Wealth Management, LLC
August 2012 - January 2013 · 5 mos
Method Enterprises, LLC
June 2012 - August 2013 · 1 yr 2 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2012 - January 2013 · 10 mos
Ha&w Strategic Partners, LLCBroker
August 2011 - December 2012 · 1 yr 4 mos
Fsc Securities CorporationBroker
July 2011 - April 2012 · 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2002 - June 2009 · 7 yrs 1 mo
Morgan Stanley Dw INC.Broker
January 1996 - May 2002 · 6 yrs 4 mos
Prudential Securities IncorporatedBroker
June 1993 - November 1994 · 1 yr 5 mos
Dean Witter Reynolds INC.Broker
August 1990 - October 1993 · 3 yrs 2 mos
Prudential-Bache Securities INC.Broker
July 1989 - April 1990 · 9 mos
Dean Witter Reynolds INC.Broker
June 1986 - September 1988 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.