J. Shepard is a registered investment advisor at Morgan Stanley, based in Oak Bluffs, MA, 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
Oak Bluffs, MA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2009Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
UBS Financial Services INC.
November 2001 - March 2009 · 7 yrs 4 mos
UBS Financial Services INC.Broker
November 2001 - March 2009 · 7 yrs 4 mos
Tucker Anthony IncorporatedBroker
June 1987 - December 2001 · 14 yrs 6 mos
Dominick & Dominick, IncorporatedBroker
January 1985 - June 1987 · 2 yrs 5 mos
State Registrations21 states
AZCACOCTFLGAILMAMIMNNCNHNJNYPARISCTXVAVTWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.