John Belford is a registered investment advisor at Morgan Stanley, based in Omaha, NE, 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
13625 California Street, Suite 400, Omaha, NE, 68154
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Regulatory History (2)
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Customer Dispute
October 2009Settled
Customer Dispute
October 2008Denied
Employment History
Current Registrations
Morgan Stanley
April 2010 - Present · 16 yrs 3 mos
Morgan StanleyBroker
April 2010 - Present · 16 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
July 1997 - April 2010 · 12 yrs 9 mos
UBS Financial Services INC.Broker
December 1986 - April 2010 · 23 yrs 4 mos
Mitchell Hutchins Asset Management INC.Broker
October 1986 - November 1986 · 1 mo
State Registrations31 states
ALARAZCACODCDEFLGAIAILKYMDMIMNMOMTNCNENMNVNYORSCSDTXUTVAWAWIWY
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.