Joan Winter is a registered investment advisor at Morgan Stanley, based in Barrington, IL, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
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Location
760 West Main Street, Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joan is a sole proprietor/owner of PhotoJJenic, a photography business, spending a few hours per week on it since 2019. She is also a partner in Julie Gockman Photography since 2023, spending about a quarter of her time on it.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Linsco/private Ledger CORP.Broker
Edward D. Jones & CO., L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wayne Hummer & CO.Broker
State Registrations50 states
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