James Burk is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305
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Regulatory History (1)
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Customer Dispute
November 2015Denied
Employment History
Current Registrations
Morgan StanleyBroker
March 2020 - Present · 6 yrs 4 mos
Morgan Stanley
March 2020 - Present · 6 yrs 4 mos
Previous Registrations
UBS Financial Services INC.Broker
December 2008 - March 2020 · 11 yrs 3 mos
UBS Financial Services INC.
December 2008 - March 2020 · 11 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
March 2003 - April 2007 · 4 yrs 1 mo
Morgan Stanley Dw INC.Broker
November 1999 - April 2007 · 7 yrs 5 mos
Prudential Securities IncorporatedBroker
July 1995 - November 1999 · 4 yrs 4 mos
Painewebber IncorporatedBroker
January 1985 - August 1995 · 10 yrs 7 mos
State Registrations28 states
AKCACOCTDEFLGAILKYMAMDMEMIMNNCNVNYOHORPAPRSCTNTXUTVAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.