JB
CFP
JB
CFP
James Barry is a CFP-designated registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 42 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
1801 North Military Trail, Suite 300, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2009Settled
Employment History
Current Registrations
Morgan Stanley
February 2026 - Present · 5 mos
Morgan StanleyBroker
February 2026 - Present · 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2016 - February 2026 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - February 2026 · 9 yrs 8 mos
Morgan Stanley
December 2009 - June 2016 · 6 yrs 6 mos
Morgan StanleyBroker
December 2009 - June 2016 · 6 yrs 6 mos
Securities America Advisors, INC.
December 2005 - December 2009 · 4 yrs
Securities America, INC.Broker
November 2005 - December 2009 · 4 yrs 1 mo
Barry Financial Group INC
January 2005 - May 2006 · 1 yr 4 mos
Asset Management Securities CORP.Broker
March 1984 - January 2006 · 21 yrs 10 mos
Private Ledger Financial Services, IncorporatedBroker
August 1983 - April 1984 · 8 mos
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.