JO
JO
John Onufro is a registered investment advisor at Morgan Stanley, based in Greensburg, PA, 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
520 PELLIS Road, Greensburg, PA, 15601
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Regulatory History (2)
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Customer Dispute
April 2002Closed-No Action
Customer Dispute
October 2001Denied
Other Business Activities
John is a board member for the Upper Yoder Twp. Zoning Board since 2016. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
August 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 1999 - August 2010 · 10 yrs 10 mos
Wells Fargo Advisors, LLCBroker
October 1999 - August 2010 · 10 yrs 10 mos
First Union Capital Markets CORP.Broker
January 1991 - October 1999 · 8 yrs 9 mos
Butcher & Singer INC.Broker
April 1983 - January 1991 · 7 yrs 9 mos
Waddell & Reed, INC.Broker
July 1982 - April 1983 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.