Jodie Wertz is a registered investment advisor at Morgan Stanley, based in Roanoke, VA, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
10 South Jefferson Street, Suite 1700, Roanoke, VA, 24011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jodie is a board member of the Virginia Department of Social Services Parent Advisory Council, sharing her family's experiences. This takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations42 states
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