JC
JC
John Carrasquillo
35 Years of Experience
Newport Beach, CA
1 DisclosureBroker
John Carrasquillo is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, with 35 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
800 Newport Center Drive, Suite 500, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2001Denied
Employment History
Current Registrations
Morgan Stanley
September 2025 - Present · 8 mos
Morgan StanleyBroker
September 2025 - Present · 8 mos
Morgan Stanley
September 2025 - Present · 8 mos
Previous Registrations
Strategic Advisers LLC
July 2025 - August 2025 · 1 mo
Fidelity Brokerage Services LLCBroker
June 2025 - August 2025 · 2 mos
Morgan Stanley
September 2023 - May 2025 · 1 yr 8 mos
Morgan StanleyBroker
March 2023 - May 2025 · 2 yrs 2 mos
E*trade Capital Management, LLC
November 2011 - September 2023 · 11 yrs 10 mos
E*trade Securities LLCBroker
May 2011 - September 2023 · 12 yrs 4 mos
Doft & CO., INC.Broker
November 2009 - March 2010 · 4 mos
E*trade Securities LLCBroker
March 2006 - July 2009 · 3 yrs 4 mos
TD Waterhouse Investor Services, INC.Broker
April 2005 - March 2006 · 11 mos
Oppenheimer & CO. INC.Broker
March 2002 - November 2004 · 2 yrs 8 mos
Salomon Smith Barney INC.Broker
July 1993 - March 2002 · 8 yrs 8 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 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.