Jordan Janis

Current Employers

Employment History

• 10/2018 → 03/2022
  Morgan Stanley
  Raleigh, NC
• 05/2013 → 08/2018
  Wake Forest University
  Winston-Salem, NC
• 11/2018 → 03/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 06/2022 → 06/2024
  Raymond James & Associates, Inc.
  Raleigh, NC
• 06/2024 → Present
  Principal Life Insurance
  Raleigh, NC
• 06/2024 → Present
  Principal Securities
  Raleigh, NC

Previous Registrations

• 2022-06-23 → 2024-06-04
  Raymond James & Associates, Inc.
  Raleigh, NC
• 2019-01-04 → 2022-03-29
  Morgan Stanley
  Raleigh, NC

Other Businesses

**WAKE FOREST COLLEGE POSITION: Board of Visitors Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: 3733 Jamestown Circle, Raleigh NC 27609, United States DESCRIPTION: The Wake Forest College Board of Visitors is the volunteer advisory board to Wake Forest College, the liberal arts college of Wake Forest University. The responsibilities of its members are to provide counsel to the Dean of Wake Forest College, advocate for the College and the University, make contacts for the College, and support the Dean's priorities for the College. **SMITHFIELD MEDICAL PROPERTIES, LLC POSITION: Investor NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2020 ADDRESS: 3733 Jamestown Circle, Raleigh NC 27609, United States DESCRIPTION: Investor in my father's private real estate venture, a medical office building in Smithfield, NC. My role is a passive investor. My ownership interest is $50,000, or 2.27%. I do not make any investment decisions, nor am I involved in the management of the property or the LLC. Other investors include physicians and employees of North Carolina Heart & Vascular. **ERIC AND KENDYL JANIS POSITION: Real Estate Loan NATURE: Promissory Notes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: 3733 Jamestown Circle, Raleigh NC 27609, United States DESCRIPTION: I owe a promissory note to my parents, Eric and Kendyl Janis, related to the purchase of my first home. **WAKERALEIGH POSITION: President-Elect NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: 3733 Jamestown Circle, Raleigh NC 27609, United States DESCRIPTION: WAKERaleigh is a volunteer-led group dedicated to engaging Wake Forest University alumni, parents, and friends in the area. We plan a variety of programs throughout the year for all ages to participate in social, athletic, networking, and service opportunities. As president-elect, I am in charge of organizing the events. **INSURANCE POSITION: Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/14/2024 ADDRESS: 4141 Parklake Ave Ste 450, Raleigh NC 27612, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, AD&D.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-04

Other Names

• Jordan M Janis
• Jordan M. Janis