Janet Louise Morris
Investment adviser representative at Wesbanco Securities, Inc.
11 yearsExperience
1 stateRegistered in
$285.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wesbanco Securities, Inc.Apr 2025 to now
- LPL Enterprise, LLCNov 2024 to Apr 2025
- Prudential Insurance Company of AmericaAug 2020 to Apr 2025
- Pruco Securities, LLC.Aug 2020 to Nov 2024
- First Command Advisory Services, Inc.Jan 2020 to Aug 2020
- First Command Financial Planning, Inc.Jan 2020 to Aug 2020
- First Command Insurance Service, In.Jan 2020 to Aug 2020
- Wesbanco Bank Inc.Oct 2018 to Jan 2020
- Wesbanco Securities, Inc.Jun 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (WV).
Wesbanco Securities, Inc.
$285.9MAssets managed
1,627Clients
51Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5449808
- Firm CRD
- 43276