JA
JA

Janet Alsup

27 Years of Experience
San Francisco, CA
Broker

Janet Alsup is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 27 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
Loading...

Location

555 California Street, 35th Floor, San Francisco, CA, 94104

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Janet serves as a trustee or co-trustee for a trust in California since 2015. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
January 2001 - July 2013 · 12 yrs 6 mos
Db Alex. Brown LLCBroker
July 1998 - January 2001 · 2 yrs 6 mos
Bhc Securities, INC.Broker
March 1998 - July 1998 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Janet Alsup - Financial Advisor | TrueAdvisor