JP
JP
John Peterson is a registered investment advisor at Morgan Stanley, based in Springfield, MA, with 40 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
1500 Main Street, 19th Floor, Springfield, MA, 01115
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Regulatory History (1)
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Customer Dispute
September 2008Denied
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - December 2013 · 4 yrs 6 mos
Morgan Stanley & CO. Incorporated
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
June 2008 - June 2009 · 1 yr
UBS Financial Services INC.Broker
January 1995 - June 2008 · 13 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
April 1989 - January 1995 · 5 yrs 9 mos
Shearson Lehman Hutton INC.Broker
August 1985 - April 1989 · 3 yrs 8 mos
Nel Equity Services CorporationBroker
April 1985 - October 1985 · 6 mos
State Registrations38 states
AKALAZCACOCTDCFLGAHIILINLAMAMDMEMIMOMSMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.