Janna R Birkner

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley
  Dallas, TX

Other Businesses

NAME OF BUSINESS NEXAGEN USA NON INVESTMENT RELATED ADDRESS AKRON, OH NATURE OF BUSINESS WEIGHT MANAGEMENT POSITION/TITLE NEX ADVANCED DISTRIBUTOR START DATE MARCH 2009 NUMBER OF HOURS 10 - 20 DURING TRADING HOURS 0 2. Forever Grace LLC; Investment related: Yes; Lumberton, Texas; vacation rental property; partial owner of property (proprietor, partner, officer, director, employee, trustee, agent); Jan 2018; During business hours: 0.5; After business hours: 0.5; If we purchase property, we will use this entity to make the purchases, at this time, there are no properties and the LLC is not being utilized

Exams

• S66 Uniform Combined State Law Examination
  2017-05-05
• S63 Uniform Securities Agent State Law Examination
  2006-04-08

Other Names

• Janna Renee Harris
• Janna Renee Mclean
• Janna R Harris