Jerry Pearson is a registered investment advisor at Morgan Stanley, based in Empire, MI, with 27 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
Empire, MI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 7 mos
Morgan Stanley
March 2010 - Present · 16 yrs 2 mos
Morgan StanleyBroker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
J.P. Morgan Securities INC.Broker
October 2008 - February 2010 · 1 yr 4 mos
J.P. Morgan Securities INC.Broker
September 2008 - October 2008 · 1 mo
Fifth Third Securities, INC.Broker
June 2003 - April 2008 · 4 yrs 10 mos
Banc One Securities Corporation
March 2002 - June 2003 · 1 yr 3 mos
Banc One Securities CorporationBroker
November 2001 - June 2003 · 1 yr 7 mos
Thomson Mckinnon Securities INC.Broker
December 1983 - April 1986 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1982 - October 1983 · 10 mos
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.