EJ
EJ

Erica Jang

11 Years of Experience
Palo Alto, CA
Broker

Erica Jang is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 11 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

245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301

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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

Erica is the sole proprietor/owner of The Infinitum Group, a personal holding company, since May 2024. She spends minimal time on investment decisions and advice related to this activity.

Employment History
Current Registrations
Morgan Stanley
September 2017 - Present · 8 yrs 8 mos
Morgan StanleyBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
April 2016 - September 2017 · 1 yr 5 mos
UBS Financial Services INC.Broker
April 2016 - September 2017 · 1 yr 5 mos
Wells Fargo Advisors, LLC
January 2015 - April 2016 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
December 2014 - April 2016 · 1 yr 4 mos
State Registrations22 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.