JM
JM

Jan Miller

27 Years of Experience
El Segundo, CA
Broker

Jan Miller is a registered investment advisor at Morgan Stanley, based in El Segundo, 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
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Location

2141 Rosecrans Avenue, Suite 3100, El Segundo, CA, 90245

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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

Jan works as a water aerobics instructor at Bay Club since April 2021, spending minimal time outside of business hours on this activity. This activity is not investment-related.

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.
November 1998 - June 2009 · 10 yrs 7 mos
Citigroup Global Markets INC.Broker
September 1998 - June 2009 · 10 yrs 9 mos
State Registrations24 states
ARAZCACOCTDCFLGAHIMAMINCNENMNVNYOKORPATNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.