JM
Janet L. Morris
WESBANCO SECURITIES
Morgantown, WV 26505
Some features on this profile are disabled
CRD#: 5449808
JM
Professional summary
Janet Louise Morris, who also goes by Janet Paletta English, Janet Louise Fallecker, Janet Louise Paletta, is a registered financial advisor currently at WESBANCO SECURITIES, INC. located in Morgantown, West Virginia.
Janet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Janet has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Janet Paletta English | Janet Louise Fallecker | Janet Louise Paletta
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 10/24/2024- OSS2 Shooting & Survival, LLC- Business Owner- Firearms training, Strength & conditioning- Not INV Related- Start Date 1/11/2018- 10hrs/mth- 0hrs during trading
CRS (Client Relationship Summary) - RIA
Click below to view Janet Louise Morris's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Janet Louise Morris's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 2, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 1350 Earl L Core Rd, Morgantown, WV 26505RIA
BD
CRD#: 43276
Morgantown, WV
Current
April 29, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 1350 Earl L Core Rd, Morgantown, WV 26505RIA
BD
CRD#: 43276
Morgantown, WV
Past
November 14, 2024 - April 25, 2025
LPL ENTERPRISE, LLC
RIA
CRD#: 8733
COLUMBUS, OH
Past
November 14, 2024 - April 25, 2025
LPL ENTERPRISE, LLC
BD
CRD#: 8733
COLUMBUS, OH
Past
August 31, 2020 - November 14, 2024
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
COLUMBUS, OH
Past
August 31, 2020 - November 14, 2024
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
COLUMBUS, OH
Past
January 17, 2020 - August 18, 2020
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Pittsbugh, PA
Past
January 17, 2020 - August 18, 2020
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
PITTSBURGH, PA
Past
July 6, 2015 - February 5, 2020
WESBANCO SECURITIES, INC.
RIA
CRD#: 43276
Ellwood City, PA
Past
July 3, 2015 - February 5, 2020
WESBANCO SECURITIES, INC.
BD
CRD#: 43276
Ellwood City, PA
Past
January 26, 2011 - June 22, 2015
THE HUNTINGTON INVESTMENT COMPANY
RIA
CRD#: 16986
WEIRTON, WV
Past
March 28, 2008 - June 22, 2015
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
WEIRTON, WV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.
CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
West Virginia(4/29/2025)
IAR
West Virginia(5/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.
CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
135 West Main St, St Clairsville, OH 43950
Mailing Address
1 Bank Plaza, Wheeling, WV 26003
Phone number
(304) 905-7215
Established
Ohio since 10/03/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
100
SEC notice filing (25 States and Territories)
FINRA licenses (28 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WESBANCO INC. | OWNER | |
| CONNER, JAMES LEROY | FINOP | 5339285 |
| GARDILL, JAMES C | COUNSEL | |
| JACKSON, JEFF | DIRECTOR | 7692472 |
| LOVE, SCOTT ALAN | DIRECTOR | 2854247 |
| LUZAR, JAY MICHAEL | DIRECTOR | |
| PERKINS, MICHAEL L | DIRECTOR | 7531438 |
| STAVSKY, LISA FINKELSTEIN | DIRECTOR - MANAGING DIRECTOR/PRESIDENT/CEO | 1749197 |
| WILSON, ROSE LYNN | CCO, MANAGING DIRECTOR OF COMPLIANCE & DIRECTOR | 4072715 |
| ZATTA, JAY | DIRECTOR | 7693273 |
Regulatory assets under management
| Total Number of Accounts | 850 |
| AUM (Assets Under Management) | $ 166,458,070 |
Disclosures
| Regulatory Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
