Jean
Chihak

Morgan Stanley

CRD#6428435
Investment Advisor
in West Des Moines, IA
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About this Advisor

Jean Chihak is an advisor who lives in West Des Moines, Iowa. Currently a registered financial advisor with Morgan Stanley, Chihak has a notable 23 years of work experience as a financial advisor. Chihak maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Chihak is able to act as a financial advisor based out of Iowa. Their career trajectory has included roles at Morgan Stanley, Principal Financial Group and Edward Jones. Morgan Stanley is located in West Des Moines, Iowa, and has 702 additional brick-and-mortar locations across the nation. Overall, Morgan Stanley oversees $735 billion in assets dispersed across 1,724,668 client accounts and employs more than 26,000 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley offers 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. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

23 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

505 Market Street Suite 300
West Des Moines, IA 50266

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

IA Average: $7,464,549,021
Total Number of Employees

26,000

IA Average: 88
Total Number of Accounts

1,815,592

IA Average: 3,892
Average Account Size

$401,659

IA Average: $1,917,921

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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

Jean Chihak Work History

Jean has 23 years of experience.

2015 - Present (4 years)

Morgan Stanley

2014 - 2015 (1 year)

Edward Jones

1995 - 2014 (19 years)

Principal Financial Group

Disclosures

Jean Chihak has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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