Jodie Summer Wertz

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
  Roanoke, VA

Other Businesses

*637323- Virginia Department of Social Services Parent Advisory Council Board; Investment related-No; Glen Allen, Virginia; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 1; Sharing my families' experience with Dept of Social Services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-12-31

Other Names

• Jodie Summer Wertz
• Jodie Summer Wertz-Sutphin