AJ
AJ

Andrew Jurun

44 Years of Experience
Los Angeles, CA
1 DisclosureBroker

Andrew Jurun is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 44 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

Loading...

Location

10960 Wilshire Boulevard, Suite 2000, Los Angeles, CA, 90024

Get directions

History

Regulatory History (1)
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
April 2008
Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2022 - Present · 4 yrs 4 mos
Morgan Stanley
June 2022 - Present · 4 yrs 4 mos
Morgan Stanley
June 2022 - Present · 4 yrs 4 mos
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 Registrations37 states
ARAZCACOCTDEFLGAHIIAIDILKSKYMAMDMIMOMSMTNCNENHNJNVNYOHORPASCSDTNTXVAWAWIWY
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.
More Advisors