Katherine JandaCRD Number: 7059374
Current Firm: Morgan Stanley
Katherine Janda (CRD# 7059374) is an Investment Advisor Representative working at Morgan Stanley in Loveland, CO and has 1 year of experience in the finance industry.
Raymond James & Associates, Inc.
Wells Fargo Advisors Financial Network, LLC
|Morgan Stanley Smith Barney LLC||Loveland, CO||Oct 2021 - Current||< 1|
|The Strategic Financial Alliance, Inc,||Atlanta, GA||Jan 2019 - Oct 2021||2|
|Buttonwood Investment Services, LLC||Littleton, CO||Sep 2007 - Dec 2018||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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