Janice Priest, financial advisor Louisville KY
93 score

Janice Priest

CRD Number: 1199203
Current Firm: Morgan Stanley

Janice Priest (CRD# 1199203) is an Investment Advisor Representative working at Morgan Stanley in Louisville, KY and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Louisville, KY Jun 2009 - Current 7
Citigroup Global Markets Inc. Louisville, KY Feb 1996 - Jun 2009 13
Priest Woodworking & Remodeling, Inc. Jeffersonville, IN Feb 1995 - Oct 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
Contact Info for Janice A. Priest
Phone Number: 914-225-5510
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
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 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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