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James Sessoms is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 39 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
6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2013Denied
Employment History
Current Registrations
Morgan Stanley
July 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1998 - July 2020 · 22 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1986 - July 2020 · 33 yrs 10 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIIDILINKYMAMDMEMIMOMTNCNHNJNMNVNYOHORPARISCTNTXVAVTWAWIWVWY
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.