JM
JM

John Macon

41 Years of Experience
Lutherville, MD
Broker

John Macon is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 41 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is a trustee or co-trustee for multiple trusts since 2010 and 2014. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 2002 - June 2009 · 6 yrs 11 mos
Citigroup Global Markets INC.
July 2002 - June 2009 · 6 yrs 11 mos
Deutsche Bank Securities INC.Broker
January 2001 - July 2002 · 1 yr 6 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Deutsche Bank Securities INC.
October 1990 - July 2002 · 11 yrs 9 mos
Alex. Brown & Sons IncorporatedBroker
October 1984 - September 1997 · 12 yrs 11 mos
State Registrations36 states
ALAZCACOCTDCDEFLGAHIILINLAMAMDMIMNMSMTNCNHNJNMNVNYOHORPARISCTNTXVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.