Advisor at Wesbanco Securities, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wesbanco Securities, Inc.
Location
Morgantown, WV 26505
Credentials
Series 63, Series 65
Industry experience
17 years
Janet Morris is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, LPL Enterprise, and several WesBanco entities. Outside of her advisory role, she owns OSS2 Shooting & Survival, LLC, a firearms training and strength conditioning business. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing a variety of analytical methods and strategies across discretionary and nondiscretionary accounts.
Based on Wesbanco Securities, Inc.
Based on Wesbanco Securities, Inc.
$0 - $499,999: 2.00% $500,000 - $1,999,999.99: 1.50% $2,000,000+: 1.00%
Financial advisors receive commissions as Registered Representatives for securities and insurance products; commissions are separate from advisory fees.
Account minimum: $50,000
1350 Earl L Core Rd
Morgantown, WV 26505
West Virginia
WesBanco Securities, Inc.
2025 - Present (1 year)
LPL Enterprise
2024 - 2025 (1 year)
Prudential Insurance Company of America
2020 - 2025 (5 years)
Pruco Securities, LLC.
2020 - 2024 (4 years)
First Command Advisory Services, Inc.
2020 - 2020 (1 year)
First Command Financial Planning, Inc.
2020 - 2020 (1 year)
First Command Insurance Service, In.
2020 - 2020 (1 year)
WesBanco Securities Inc.
2018 - 2020 (2 years)
WesBanco Bank Inc.
2018 - 2020 (2 years)
Wesbanco Securities, Inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Morgantown, WV
Huffman & Ross Wealth Management LLC
CFP®
Fairmont, WV
Blackwater Financial
I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.
Series 63, Series 65
Morgantown, WV
Huffman & Ross Wealth Management LLC
Series 63, Series 66
Fairmont, WV
Alden investment Group
Series 66
Morgantown, WV
Primerica Advisors
Series 63, Series 65
Morgantown, WV
United Brokerage Services, INC
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