JI
JI

John Evans

44 Years of Experience
Charleston, SC
2 DisclosuresBroker

John Evans is a registered investment advisor at Morgan Stanley, based in Charleston, SC, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

850 Morrison Drive, Suite 800, Charleston, SC, 29403

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2007
Closed-No Action
Customer Dispute
October 2001
Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2002 - April 2007 · 5 yrs 3 mos
Citigroup Global Markets INC.
May 1992 - April 2007 · 14 yrs 11 mos
The Robinson-Humphrey Company, LLCBroker
April 1982 - January 2002 · 19 yrs 9 mos
Bache Halsey Stuart Shields IncorporatedBroker
December 1981 - April 1982 · 4 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.