AJ
AJ
Andrew Jurun is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 43 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
10960 Wilshire Boulevard, Suite 2000, Los Angeles, CA, 90024
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Regulatory History (1)
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Customer Dispute
April 2008Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2022 - Present · 4 yrs 1 mo
Morgan Stanley
June 2022 - Present · 4 yrs 1 mo
Morgan Stanley
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2012 - June 2022 · 9 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
September 2012 - June 2022 · 9 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley
June 2009 - October 2012 · 3 yrs 4 mos
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1993 - July 1993 · 4 mos
Painewebber IncorporatedBroker
January 1989 - April 1993 · 4 yrs 3 mos
Shearson Lehman Hutton INC.Broker
July 1984 - January 1989 · 4 yrs 6 mos
Birr, Wilson & CO., INC.Broker
June 1983 - August 1984 · 1 yr 2 mos
Gibralco, INC.Broker
May 1982 - June 1983 · 1 yr 1 mo
State Registrations36 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.