Janet Zhang is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, 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
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
Loading...
Location
Los Angeles, CA
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Morgan Stanley
May 2015 - Present · 11 yrs
Morgan Stanley
May 2015 - Present · 11 yrs
Morgan StanleyBroker
May 2015 - Present · 11 yrs
Previous Registrations
Hsbc Securities (USA) INC.
November 2012 - May 2015 · 2 yrs 6 mos
Hsbc Securities (USA) INC.Broker
November 2012 - May 2015 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2011 - September 2012 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - September 2012 · 1 yr 6 mos
State Registrations33 states
AZCACOCTDCDEFLGAHIIAIDILMAMDMIMNMONCNENJNVNYOHORPAPRSCTXUTVAWAWIWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.