Jan Elizabeth Allen

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 Smith Barney Llc
  Sarasota, FL

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Atlanta, GA
• 2005-08-30 → 2007-04-02
  Morgan Stanley Dw Inc.
  Atlanta, GA
  Atlanta, GA
• 2005-06-09 → 2005-09-02
  Citigroup Global Markets Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2005-05-25

Other Names

• Jan Elizabeth Annas