Jessica
Banas
Morgan Stanley
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About this Advisor
Jessica Banas is a financial advisor based out of Chicago, Illinois, with 7 years of industry experience. Banas is on the advisory team at Morgan Stanley. Throughout their career, they have worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Fifth Third Bank, Venus Construction, Northern Illinois University, University Of Illinois and Morgan Stanley. Banas holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois and Texas. Morgan Stanley is a company operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It handles $1 trillion in assets among its 2,233,188 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. Morgan Stanley has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely are based on the financial services provided. However, fees billed by Morgan Stanley most likely consist of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jessica Banas Work History
Jessica has been registered as a financial advisor for 7 years.*
Morgan Stanley
Morgan Stanley
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
University Of Illinois
Fifth Third Bank
Northern Illinois University
Venus Construction
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Banas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Oak Brook, IL
Billings, MT
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
Baltimore, MD
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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