JG
JG

John Geelan

41 Years of Experience
Wayzata, MN
Broker

John Geelan is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, 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

445 East Lake Street, Suite 320, Wayzata, MN, 55391

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History

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.

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Other Business Activities

John is an owner of Mud Lake LLC, a cabin ownership business in Nevis, MN, since 1997. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1992 - July 1993 · 1 yr 3 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
April 1989 - April 1992 · 3 yrs
Drexel Burnham Lambert IncorporatedBroker
August 1985 - May 1989 · 3 yrs 9 mos
Summit Investment CorporationBroker
February 1985 - July 1985 · 5 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Geelan - Financial Advisor | TrueAdvisor