Joshua H Wallen
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered 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.
- Morgan StanleyJan 2025 to now
- Pilot Flying JMay 2024 to Aug 2024
- University of TennesseeJan 2024 to May 2024
- The University of TennesseeAug 2023 to Dec 2024
- Palmetto CorporationMay 2023 to Jul 2023
- BoeingMay 2022 to Aug 2022
- Nolan Transportation GroupJun 2021 to Aug 2021
- Grande Dunes Ocean ClubMay 2020 to Aug 2020
- The Citadel - the Military College of South CarolinaAug 2019 to May 2023
- UnemployedAug 2017 to May 2020
- MarriottMay 2017 to Aug 2017
- UnemployedAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 8027275
- Firm CRD
- 149777