JF
JF
Joseph Fezza is a registered investment advisor at Morgan Stanley, based in Aventura, 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
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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Regulatory History (5)
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Customer Dispute
December 2016Denied
Customer Dispute
July 2006Denied
Customer Dispute
May 2002Denied
Customer Dispute
December 2000Closed-No Action
Customer Dispute
December 2000Award / Judgment
Other Business Activities
Joseph owns rental property through JDDN Investments since 2014 and is a partner/officer in Valanjoe Investments LLC (real estate) since 2022. He spends minimal time on these activities outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1991 - April 2007 · 16 yrs 3 mos
Morgan Stanley Dw INC.Broker
January 1985 - April 2007 · 22 yrs 3 mos
Richardson Greenshields Securities INC.Broker
May 1984 - December 1984 · 7 mos
Richardson Greenshields Securities INC.Broker
May 1984 - July 1984 · 2 mos
Kenney & Branisel Municipals, INC.Broker
June 1983 - March 1984 · 9 mos
State Registrations32 states
AZCACOCTDCDEFLGAILINKYLAMAMDMIMNMONCNENHNJNVNYOHPASCTNTXVAWAWIWV
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.