JW
JW

Janelle Williams

29 Years of Experience
Billings, MT
Broker

Janelle Williams is a registered investment advisor at Morgan Stanley, based in Billings, MT, with 29 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

401 North 31st Street, Suite 900, Billings, MT, 59103

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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

Janelle is involved in class reunion planning and manages scholarships and memorials for alumni of Billings West High School Class of 1977. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
May 2013 - Present · 13 yrs
Morgan StanleyBroker
May 2013 - Present · 13 yrs
Previous Registrations
U.S. Bancorp Investments, INC.
May 2012 - May 2013 · 1 yr
U.S. Bancorp Investments, INC.Broker
May 2012 - May 2013 · 1 yr
Morgan Stanley Smith Barney LLC
March 2010 - May 2012 · 2 yrs 2 mos
Morgan Stanley Smith BarneyBroker
February 2010 - May 2012 · 2 yrs 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2009 · 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2009 · 5 mos
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
April 2002 - April 2007 · 5 yrs
Morgan Stanley Dw INC.Broker
April 2001 - April 2007 · 6 yrs
Dean Witter Reynolds INC.Broker
July 1999 - January 2000 · 6 mos
Painewebber IncorporatedBroker
April 1999 - July 1999 · 3 mos
Dean Witter Reynolds INC.Broker
December 1992 - December 1996 · 4 yrs
State Registrations43 states
AKALAZCACOCTDCFLGAHIIDILINKSLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORSCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.