JP
JP
Joseph Pramer is a registered investment advisor at Morgan Stanley, based in Fairfield, CT, 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
1229 Post Road, Fairfield, CT, 06824
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Regulatory History (1)
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Regulatory
March 2009Final
Other Business Activities
Joseph serves as a trustee for a trust since 2000 and as an executor/co-executor for an estate since 2022. These activities involve investment-related responsibilities and require minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
UBS Financial Services INC.
September 1991 - June 2007 · 15 yrs 9 mos
UBS Financial Services INC.Broker
January 1990 - June 2007 · 17 yrs 5 mos
Shearson Lehman Hutton INC.Broker
February 1988 - January 1990 · 1 yr 11 mos
E. F. Hutton & Company INCBroker
December 1982 - February 1988 · 5 yrs 2 mos
State Registrations30 states
AKAZCACOCTDEFLGAIDILINMAMDMEMIMONCNHNJNMNYOHPARISCTXVAVTWAWY
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.