Gary Jbara is a registered investment advisor at Morgan Stanley, based in Naples, FL, 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
Naples, FL
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Regulatory History (1)
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Customer Dispute
October 1993Settled
Other Business Activities
Gary serves on the advisory board and investment committee for Irish Angels, an investment-related activity. He spends minimal time on this role outside of business hours, providing investment decisions and advice.
Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 15 yrs 8 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 1994 - June 2009 · 14 yrs 10 mos
Painewebber IncorporatedBroker
April 1988 - August 1994 · 6 yrs 4 mos
Prudential-Bache Securities INC.Broker
August 1985 - May 1988 · 2 yrs 9 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.