JN
JN

Jane Nelsen

22 Years of Experience
Portsmouth, NH
Broker

Jane Nelsen is a registered investment advisor at Morgan Stanley, based in Portsmouth, NH, with 22 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

1 Harbour Place, Suite 125, Portsmouth, NH, 03801

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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

Jane owns a single-family rental house in York, ME since 2010. She also has a trust in Cheshire, CT since 2020, dedicating minimal time to it.

Employment History
Current Registrations
Morgan Stanley
January 2011 - Present · 15 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2007 - June 2009 · 2 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
June 2003 - May 2007 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2003 - May 2007 · 4 yrs
State Registrations1 state
NH
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jane Nelsen - Financial Advisor | TrueAdvisor