JY
JY
John Yarnell is a registered investment advisor at Morgan Stanley, based in Flemington, NJ, 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
200 Route 31 North, Flemington, NJ, 08822
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Regulatory History (1)
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Customer Dispute
August 2002Closed-No Action
Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 7 mos
Morgan Stanley
October 2023 - Present · 2 yrs 7 mos
Morgan StanleyBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1996 - November 2023 · 27 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1996 - November 2023 · 27 yrs 4 mos
Smith Barney INC.Broker
July 1993 - August 1996 · 3 yrs 1 mo
Lehman Brothers INC.Broker
December 1986 - July 1993 · 6 yrs 7 mos
State Registrations14 states
CODEFLGAINNCNHNJNVNYPASCUTVA
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.