JW
JW

James Wrenn

38 Years of Experience
Columbia, SC
1 DisclosureBroker

James Wrenn is a registered investment advisor at Morgan Stanley, based in Columbia, SC, with 38 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

1320 Main Street, Suite 800, Columbia, SC, 29201

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History

Regulatory History (1)
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Customer Dispute
June 2003
Closed-No Action
Other Business Activities

James is the president of Wrenn Capital LLC, a startup for businesses and real estate investments, dedicating minimal time. He is also the president of Bad Donkey, LLC, a former coffee shop, and is winding down the business, also dedicating minimal time. James is also a director and owner of DownSideUp, LLC, a real estate investment company, spending minimal time on this.

Employment History
Current Registrations
Morgan Stanley
August 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1992 - August 2010 · 17 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1988 - August 2010 · 21 yrs 8 mos
Waddell & Reed, INC.Broker
March 1987 - November 1988 · 1 yr 8 mos
State Registrations9 states
CACOFLGAMDMNNCPASC
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
James Wrenn - Financial Advisor | TrueAdvisor