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RIA / WealthAdvisor20 years in industry

JENNELLE BROOKE VESTAL

Advisor at CRESCENT GROVE ADVISORS

Atlanta, GA

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Search this name across graphsid dfx:ria:45856a99-c473-d77b-83e4-57eded71d667

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 23, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CRESCENT GROVE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 21, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 21, 2006
First registration: Aug 23, 2006
Dual registered: no
Other names: JANEL BROOKE VESTAL|BROOKE VESTAL
IAPD individual key: 5087362

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRESCENT GROVE ADVISORS	Independent wealth	Dec 21, 2023	n/a	yes	Atlanta, GA	Current employment
MORGAN STANLEY	Wirehouse	May 20, 2013	Jul 6, 2023	no	ATLANTA, GA\|Atlanta, GA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 4, 2011	Apr 18, 2013	no	ATLANTA, GA	Previous registration
MORGAN STANLEY	Wirehouse	Nov 5, 2009	Apr 4, 2011	no	Atlanta, GA\|Alpharetta, GA	Previous registration
STANFORD GROUP COMPANY	n/a	Sep 11, 2008	Mar 18, 2009	no	ATLANTA, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 3, 2007	Sep 4, 2008	no	MARIETTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 23, 2006	May 15, 2007	no	ALPHARETTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	CRESCENT GROVE ADVISORS	Jul 6, 2023	Dec 21, 2023	168	Firm change	Wirehouse to RIA
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY	Apr 18, 2013	May 20, 2013	32	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Apr 4, 2011	Apr 4, 2011	0	Firm change	Wirehouse to wirehouse
STANFORD GROUP COMPANY	MORGAN STANLEY	Mar 18, 2009	Nov 5, 2009	232	Firm change	Other
WELLS FARGO ADVISORS	STANFORD GROUP COMPANY	Sep 4, 2008	Sep 11, 2008	7	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	WELLS FARGO ADVISORS	May 15, 2007	Aug 3, 2007	80	Firm change	Ibd to wirehouse

Relationships

Registered with (6)

→ CRESCENT GROVE ADVISORSRegistered adviserregistration: current employment
Dec 21, 2023 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 20, 2013 to Jul 6, 2023factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Apr 4, 2011 to Apr 18, 2013factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Sep 11, 2008 to Mar 18, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 3, 2007 to Sep 4, 2008factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 23, 2006 to May 15, 2007factForm ADV

Dated events

Occurred
Jul 6, 2023
Advisor changed firm
Jennelle Brooke Vestal left Morgan Stanley for Crescent Grove Advisors (registered 2023-12-21)
Form ADVobserved 4 days ago