Jia Petit, financial advisor Boston MA

Jia Petit

CRD Number: 7370420
Current Firm: Morgan Stanley

Jia Petit (CRD# 7370420) is an Investment Advisor Representative working at Morgan Stanley in Boston, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Feb 2022 - Current < 1
Morgan Stanley Boston, MA Dec 2021 - Current < 1
Quick Promotions. Inc. Flushing, NY Jan 2018 - Current 4
Pruco Securities LLC Bedford, NH Apr 2021 - Dec 2021 < 1
Educationlink.llc Arlington, MA Jan 2016 - Dec 2021 5
Northeastern University Boston, MA Mar 2013 - Jul 2016 3
Unemployed Beijing, Dec 2012 - Mar 2013 < 1
Kaplan International English-harvard Square Cambridge, MA Jun 2012 - Dec 2012 < 1
Forex Signs.inc Beijing, Oct 2010 - Jun 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Jia Petit
Phone Number: 914-225-5510
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    1,311,935
    MILLIONS
  • Total Number of Accounts
    2,129,899
    ACCOUNTS
  • Average Account Value
    $615,961
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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