JE
JE

Janna Eastwood

7 Years of Experience
Clayton, MO
Broker

Janna Eastwood is a registered investment advisor at Morgan Stanley, based in Clayton, MO, with 7 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

7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105

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History

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.

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Employment History
Current Registrations
Morgan Stanley
May 2024 - Present · 2 yrs
Morgan StanleyBroker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
March 2023 - May 2024 · 1 yr 2 mos
Wells Fargo Clearing Services, LLCBroker
March 2023 - May 2024 · 1 yr 2 mos
Morgan Stanley
October 2020 - March 2023 · 2 yrs 5 mos
Morgan StanleyBroker
January 2019 - March 2023 · 4 yrs 2 mos
TD Ameritrade, INC.Broker
April 2018 - January 2019 · 9 mos
State Registrations35 states
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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.
Janna Eastwood - Financial Advisor | TrueAdvisor