JB
JB

John Bueno

31 Years of Experience
Birmingham, MI
1 DisclosureBroker

John Bueno is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 31 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
Loading...

Location

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2001
Settled
Other Business Activities

John is a landlord for a rental property in Pontiac, MI since 2006, dedicating minimal time. He is also involved with Trinity Health Oakland as a board member, JGJ Investments LLC as a partner/officer, Bueno Enterprises, LLC, and Crypto Ceramics, LLC as a partner/investor.

Employment History
Current Registrations
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Morgan StanleyBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2014 - August 2023 · 9 yrs
Wells Fargo Clearing Services, LLCBroker
May 2014 - August 2023 · 9 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2008 - June 2014 · 5 yrs 8 mos
J.P. Morgan Securities LLC
October 2008 - May 2012 · 3 yrs 7 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
August 2001 - September 2006 · 5 yrs 1 mo
Banc One Securities CorporationBroker
February 1999 - July 2006 · 7 yrs 5 mos
First Chicago Nbd Investment Services, INC.Broker
April 1996 - February 1999 · 2 yrs 10 mos
Essex National Securities, INC.Broker
August 1994 - March 1996 · 1 yr 7 mos
State Registrations38 states
ALAZCACOCTDEFLGAIAIDILINKSKYMAMDMEMIMNMOMTNCNHNJNVNYOHORPASCTNTXUTVAVTWAWIWY
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.