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Elene Jalagonia

Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 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 assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Morgan StanleyNov 2021 to now
  2. Johns Hopkins School of Advanced International StudiesJul 2021 to Dec 2021
  3. Johns Hopkins School of Advanced International StudiesJul 2020 to Jun 2021
  4. Office of Residence Life Lafayette CollegeJan 2019 to Mar 2020
  5. National Bank of GeorgiaJun 2018 to Aug 2018
  6. Lafayette College, Economics DepartmentAug 2017 to May 2020
  7. Lafayette CollegeAug 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
7446666
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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