JR
JR
Joseph Roketenetz is a registered investment advisor at Morgan Stanley, based in Boston, MA, 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (1)
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Regulatory
July 1989Final
Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
October 2000 - June 2009 · 8 yrs 8 mos
Tucker Anthony IncorporatedBroker
January 2000 - October 2000 · 9 mos
Painewebber IncorporatedBroker
February 1990 - January 2000 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1989 - February 1990 · 1 yr 1 mo
Sandler, Trench & Company, INC.Broker
July 1988 - September 1988 · 2 mos
Equities International Securities, INC.Broker
November 1987 - July 1988 · 8 mos
First Investors CorporationBroker
September 1987 - December 1987 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.