JZ
JZ

Justin Zelen

6 Years of Experience
New York, NY
Broker

Justin Zelen is a registered investment advisor at Morgan Stanley, based in New York, NY, with 6 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

1 New York Plaza, Corp Equity Solutions & Annuities/Insurance Review, New York, NY, 10004

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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

Justin is a partner at YZ Enterprise, a marketing firm, since February 2024. He dedicates about 10-20% of his time to this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wallachbeth Capital LLCBroker
January 2021 - July 2021 · 6 mos
Maxim Financial Advisors LLC
July 2019 - October 2020 · 1 yr 3 mos
Maxim Group LLCBroker
March 2019 - October 2020 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.