Janice
Newberry

Morgan Stanley

CRD#1177709
Investment Advisor
in Kansas City, MO
Are you Janice Newberry? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Janice Newberry is a certified financial planner whose office is in Kansas City, Missouri. Currently a registered advisor with Morgan Stanley, they have accumulated 16 years of experience as a registered advisor. Newberry maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Newberry is registered to work with customers in Missouri. Their career trajectory has included roles at Morgan Stanley Private Bank, N.A, Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.), Newberry & Associates, LLC and Morgan Stanley. Morgan Stanley is based out of Kansas City, Missouri, and operates out of 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 amount of assets the firm manages places it among the largest firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley provides 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 may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 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

2Oth Century Tower Ii-Ste. 800 4520 Main Street
Kansas City, MO 64111

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

MO Average: 88
Total Number of Accounts

1,724,668

MO Average: 3,892
Average Account Size

$426,340

MO Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Janice Newberry Work History

Janice has 16 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, N.A

2017 - Present (2 years)

Morgan Stanley

2002 - 2017 (15 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)

2002 - 2017 (15 years)

Newberry & Associates, LLC

Disclosures

Janice Newberry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started