JP
JP

Janet Perri

19 Years of Experience
New York, NY
Broker

Janet Perri is a registered investment advisor at Morgan Stanley, based in New York, NY, with 19 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

One Penn Plaza, 43rd Floor, New York, NY, 10119

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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

Janet is a silent partner in the Perri Family Trust, which owns commercial rental property. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2007 - June 2009 · 2 yrs 1 mo
Wachovia Securities, LLC
November 2006 - April 2007 · 5 mos
Wachovia Securities, LLCBroker
November 2006 - April 2007 · 5 mos
Morgan Stanley
November 2005 - May 2006 · 6 mos
Morgan Stanley Dw INC.Broker
August 2005 - May 2006 · 9 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.