Janet Lynn Woods

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

• 01/2014 → Present
  Morgan Stanley
  Dallas, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1998-11-25 → 2014-01-13
  Ubs Financial Services Inc.
  Dallas, TX
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-23
• S63 Uniform Securities Agent State Law Examination
  1998-11-18

Other Names

• Janet Capps
• Janet L Woods