JM
JM

Judy Myers

35 Years of Experience
Danville, IL
Broker

Judy Myers is a registered investment advisor at Morgan Stanley, based in Danville, IL, 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

2832 Vermillion, Suite #1, Danville, IL, 61832

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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

Judy owns farmland and rental property. She spends minimal time on administrative tasks related to the rental property.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 1998 - April 2007 · 9 yrs 1 mo
Morgan Stanley Dw INC.Broker
January 1995 - April 2007 · 12 yrs 3 mos
Everen Securities, INC.Broker
September 1990 - February 1995 · 4 yrs 5 mos
State Registrations32 states
ALARAZCACOFLGAHIIAIDILINKSKYLAMAMDMIMNMONDNENVOHOKPASCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Judy Myers - Financial Advisor | TrueAdvisor