Jane Degeorge is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 32 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
717 Texas Avenue, Suite 3050, Houston, TX, 77002
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Regulatory History (1)
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Customer Dispute
November 2009Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 1995 - June 2009 · 13 yrs 8 mos
Citigroup Global Markets INC.Broker
October 1995 - June 2009 · 13 yrs 8 mos
First Interstate Investments,inc.Broker
September 1995 - October 1995 · 1 mo
Essex National Securities, INC.Broker
October 1993 - October 1995 · 2 yrs
State Registrations15 states
ALAZCACOCTDEFLGANVNYTNTXUTVAWA
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.