Jennelle Brooke Vestal

Employer firm

Crescent Grove Advisors CRD 170912

$5.50B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 04/2013 → 06/2023
  Morgan Stanley
  Atlanta, GA
• 06/2023 → Present
  Crescent Grove Advisors, Llc
  Atlanta, GA

Previous Registrations

• 2013-05-20 → 2023-07-06
  Morgan Stanley
  Atlanta, GA
  Atlanta, GA
• 2011-04-04 → 2013-04-18
  Ubs Financial Services Inc.
  Atlanta, GA
• 2009-11-05 → 2011-04-04
  Morgan Stanley
  Atlanta, GA
  Alpharetta, GA
• 2008-09-11 → 2009-03-18
  Stanford Group Company
  Atlanta, GA
• 2007-08-03 → 2008-09-04
  Wells Fargo Clearing Services, Llc
  Marietta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2006-08-23 → 2007-05-15
  Ameriprise Financial Services, Llc
  Alpharetta, GA

Other Businesses

Dog sitting; Not investment related; Atlanta, GA; Independent Contractor; Start date: 09/2014; During business hours: 0; After business hours: 12

Exams

• S66 Uniform Combined State Law Examination
  2006-08-21

Other Names

• Janel Brooke Vestal
• Brooke Vestal