JB
JB

John Beard

56 Years of Experience
Wayzata, MN
Broker

John Beard is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 56 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

445 East Lake Street, Suite 320, Wayzata, MN, 55391

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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 is a citizen member of the Lessard-Sams Outdoor Heritage Council, recommending allocation of tax dollars for the environment, dedicating a few hours per week. He is also a board member of the GYRO Club, a civic/community organization, spending minimal time per week on marketing.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 1978 - April 2007 · 29 yrs 2 mos
Dean Witter & CO. IncorporatedBroker
May 1973 - February 1978 · 4 yrs 9 mos
Dean Witter & CO. IncorporatedBroker
November 1969 - May 1973 · 3 yrs 6 mos
State Registrations29 states
AKALAZCACOCTFLGAIDILINMAMDMIMNMTNCNDNVNYOHORPASDTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.