JN
JN

Justina Nevel

24 Years of Experience
Deerfield, IL
Broker

Justina Nevel is a registered investment advisor at Morgan Stanley, based in Deerfield, IL, with 24 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

111 South Pfingsten Road, Suite 200, Deerfield, IL, 60015

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan StanleyBroker
July 2023 - Present · 2 yrs 10 mos
Morgan Stanley
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
The Invictus Collective, LLC
May 2021 - July 2023 · 2 yrs 2 mos
UBS Financial Services INC.Broker
April 2016 - May 2021 · 5 yrs 1 mo
UBS Financial Services INC.
April 2016 - May 2021 · 5 yrs 1 mo
Credit Suisse Securities (USA) LLC
November 2014 - April 2016 · 1 yr 5 mos
Credit Suisse Securities (USA) LLCBroker
November 2014 - April 2016 · 1 yr 5 mos
Barclays Capital INC.
March 2011 - November 2014 · 3 yrs 8 mos
Barclays Capital INC.Broker
November 2010 - November 2014 · 4 yrs
Neuberger Berman LLCBroker
March 2008 - November 2010 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2005 - March 2008 · 2 yrs 8 mos
Lehman Brothers INC.Broker
March 2001 - June 2005 · 4 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Justina Nevel - Financial Advisor | TrueAdvisor