JB
JB

Janna Birkner

20 Years of Experience
Dallas, TX
Broker

Janna Birkner is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 20 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

5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244

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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

Janna is a NexAdvanced Distributor for Nexagen USA, a weight management business, dedicating a few hours per week. She is also a partial owner of Forever Grace LLC, a vacation rental property, but the LLC is currently not being utilized.

Employment History
Current Registrations
Morgan Stanley
May 2017 - Present · 9 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.