JB
JB

John Blunt

32 Years of Experience
Palm Beach Gardens, FL
Broker

John Blunt is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 32 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

3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John serves as trustee, co-trustee, personal representative, or power of attorney for numerous family trusts and estates, dedicating minimal time to each. He also co-manages several LLCs.

Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2013 - June 2021 · 8 yrs
Wells Fargo Clearing Services, LLC
June 2013 - June 2021 · 8 yrs
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Morgan Stanley
June 2009 - June 2013 · 4 yrs
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
October 2003 - April 2007 · 3 yrs 6 mos
Morgan Stanley Dw INC.Broker
April 2003 - April 2007 · 4 yrs
Rtx Securities CorporationBroker
May 2002 - January 2003 · 8 mos
Gia Securities, INC.Broker
November 1996 - October 1998 · 1 yr 11 mos
Mcdonald & Company Securities, INC.Broker
December 1993 - January 1995 · 1 yr 1 mo
The Chicago CorporationBroker
April 1990 - December 1993 · 3 yrs 8 mos
Kidder, Peabody & CO. IncorporatedBroker
September 1987 - March 1990 · 2 yrs 6 mos
State Registrations17 states
CACOCTDCFLILINLAMAMDNHNJNMNYPASCTX
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.