Janet Morris is a registered investment advisor at Wesbanco Securities, INC., based in Parkersburg, WV, with 17 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 842 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
260 Gihon Village, Parkersburg, WV, 26101
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Janet is a business owner of OSS2 Shooting & Survival, LLC, which provides firearms training, strength, and conditioning services since 2018. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
First Command Brokerage Services, INC.Broker
First Command Advisory Services
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.