Best Investors Account Sign in

Justin Alexander Klausner

Morgan Stanley

Indianapolis, IN

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-26
IN RA APPROVED 2018-03-27
  • TX RA
    APPROVED
    Since 2020-03-26
  • IN RA
    APPROVED
    Since 2018-03-27

Branch Locations

800 East 96Th Street Suite 400, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janus Management Holdings Corp Denver CO 11/2016 07/2017
Janus Distributors Llc Denver CO 11/2016 07/2017
Hire Connections Denver CO 05/2016 11/2016
Unemployed Denver CO 07/2017 11/2017
Morgan Stanley Indianapolis IN 11/2017 Present
Morgan Stanley Private Bank, N.A New York NY 11/2021 Present
  • 11/2016 → 07/2017
    Janus Management Holdings Corp
    Denver, CO
  • 11/2016 → 07/2017
    Janus Distributors Llc
    Denver, CO
  • 05/2016 → 11/2016
    Hire Connections
    Denver, CO
  • 07/2017 → 11/2017
    Unemployed
    Denver, CO
  • 11/2017 → Present
    Morgan Stanley
    Indianapolis, IN
  • 11/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-27
S63 Uniform Securities Agent State Law Examination 2017-01-27
  • S65 Uniform Investment Adviser Law Examination
    2018-03-27
  • S63 Uniform Securities Agent State Law Examination
    2017-01-27
Other Names
  • Justin Klausner

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor