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Janet Shepherd is a registered investment advisor at Morgan Stanley, based in Bellingham, WA, with 18 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
2200 Rimland Drive, Suite 105, Bellingham, WA, 98226
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2025Settled
Other Business Activities
Janet owns rental properties in Everson, WA, since 2013. She spends minimal time on this investment-related activity.
Employment History
Current Registrations
Morgan Stanley
October 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
October 2009 - Present · 16 yrs 11 mos
Previous Registrations
LPL Financial Corporation
July 2008 - May 2009 · 10 mos
LPL Financial CorporationBroker
June 2007 - May 2009 · 1 yr 11 mos
State Registrations40 states
AKALARAZCACOCTDCFLGAHIIAIDILINLAMDMEMIMNMSMTNCNDNJNVNYOHOKORPARISCSDTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.