American Wealth Management
47yrs
Top advisor by experience in Alpharetta
13yrs
Juling Yang
Financial advisor at Morgan Stanley
Based in Alpharetta, Georgia, Juling Yang is a fiduciary financial advisor with 13 years of industry experience. Juling joined Morgan Stanley in 2023, after five years at Harrisdirect and less than a year at FSC Securities. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowMorgan StanleyCurrent firm
- 2018 – 2023Harrisdirect LLCPreviously
- Aug 2017 – Feb 2018FSC Securities CorporationPreviously
- Apr 2015 – Sep 2015Cetera Advisors LLCPreviously
- May 2013 – Sep 2013Nestwise LLCPreviously
Contact Juling
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Juling. 2400 Lakeview Parkway Suite 300Alpharetta, GA 30009Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Juling
Tailored to Juling’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Juling
How do I contact Juling?
Call Morgan Stanley at (914) 225-5510 and ask for Juling Yang. Juling works from the Alpharetta, GA office.
How long has Juling been a financial advisor?
Juling has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Juling hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Juling a fiduciary?
Juling is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Juling paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Juling for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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