Jhana-Rae
Cole

Morgan Stanley

CRD#7077301
Investment Advisor
in Columbus, OH

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About this Advisor

Jhana-Rae Cole is a financial advisor who works out of Columbus, Ohio with 2 years of industry experience. Cole currently works for Morgan Stanley. Over the course of their career, they have held roles at J.P. Morgan Securities LLC, Gfs Chemicals Services, Aerotek Professional Services, Pnc Financial Services, Verizon Wireless, Safelite Group Inc, Columbus State Community College, Manpower, Inc, Jcpenney, Morgan Stanley, Jpmorgan Chase Bank, N.A, Randstad, Amazon and E*Trade Securities, LLC. Cole holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio and Texas. Morgan Stanley is an advisory company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It handles $1 trillion in assets across its 2,233,188 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Morgan Stanley provides a broad assortment of services, including 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. Fees for financial advisory services vary depending on the type of services provided. Fee types billed by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Office Location

4343 Easton Commons
Columbus, OH 43219

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

OH Average: 88
Total Number of Accounts

2,233,188

OH Average: 3,892
Average Account Size

$530,659

OH Average: $1,917,921

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

Jhana-Rae Cole Work History

Jhana-Rae has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

E*Trade Securities, LLC

2021 - Present (3 years)

Morgan Stanley

2020 - 2021 (1 year)

Jpmorgan Chase Bank, N.A

2020 - 2021 (1 year)

J.P. Morgan Securities LLC

2020 - 2020 (< 1 year)

Randstad

2019 - 2019 (< 1 year)

J.P. Morgan Securities LLC

2019 - 2020 (1 year)

Morgan Stanley

2018 - 2019 (1 year)

Gfs Chemicals Services

2017 - 2018 (1 year)

Aerotek Professional Services

2017 - 2017 (< 1 year)

Pnc Financial Services

2017 - 2017 (< 1 year)

Amazon

2016 - 2017 (1 year)

Verizon Wireless

2016 - 2016 (< 1 year)

Safelite Group Inc

2015 - 2016 (1 year)

Columbus State Community College

2013 - 2013 (< 1 year)

Manpower, Inc

2013 - 2015 (2 years)

Jcpenney

*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 Jhana-Rae Cole 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

Margret Birch
Oak Brook, IL
Johnny Williams
Columbia, SC
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
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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