JB
JB

James Bridges

30 Years of Experience
Huntsville, AL
2 DisclosuresBroker

James Bridges is a registered investment advisor at Morgan Stanley, based in Huntsville, AL, with 30 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

305 Church Street, Huntsville, AL, 35801

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History

Regulatory History (2)
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Regulatory
November 2005
Final
Customer Dispute
October 2003
Settled
Other Business Activities

James coaches youth soccer teams for Kicks Futbol Club, Inc., a non-profit organization, dedicating a few hours per week. He also serves as an executor for an estate, spending a few hours per week on this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2001 - June 2009 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
The Robinson-Humphrey Company, LLCBroker
July 1996 - March 2001 · 4 yrs 8 mos
Home Life Insurance CompanyBroker
September 1988 - December 1989 · 1 yr 3 mos
W. S. Griffith & CO., INC.Broker
September 1988 - December 1989 · 1 yr 3 mos
State Registrations38 states
ALARAZCACODCDEFLGAILINKSKYLAMAMDMIMSNCNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWVWY
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.