James Bossier is a CFP-designated registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 34 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
Loading...
Location
4500 Bohannon Drive, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Securities LLCBroker
December 2016 - September 2023 · 6 yrs 9 mos
E*trade Capital Management, LLC
December 2016 - September 2023 · 6 yrs 9 mos
Bancwest Investment Services, INC.Broker
June 2015 - December 2016 · 1 yr 6 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
June 2015 - December 2016 · 1 yr 6 mos
Eagle Strategies LLC
March 2011 - July 2013 · 2 yrs 4 mos
Nylife Securities LLCBroker
October 2010 - July 2013 · 2 yrs 9 mos
Signator Investors, INC.
September 2009 - April 2010 · 7 mos
Signator Investors, INC.Broker
July 2009 - April 2010 · 9 mos
Charles Schwab & CO., INC.Broker
August 1987 - January 2008 · 20 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.