JV
JV
John Valentine
35 Years of Experience
Lake Oswego, OR
1 DisclosureBroker
John Valentine is a registered investment advisor at Morgan Stanley, based in Lake Oswego, OR, 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
4800 Meadows Road, Suite 400, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 1993Settled
Other Business Activities
John is a sole proprietor/owner/partner in REV Group LLC, involved in horse breeding and real estate since 2015. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Morgan Stanley
November 2017 - Present · 8 yrs 6 mos
Morgan StanleyBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Keybanc Capital Markets INC.Broker
April 2015 - October 2016 · 1 yr 6 mos
Pacific Crest Securities LLCBroker
July 1999 - April 2015 · 15 yrs 9 mos
Black & Company, INC.Broker
December 1991 - June 1999 · 7 yrs 6 mos
Livingston Securities, INC.Broker
May 1989 - December 1991 · 2 yrs 7 mos
State Registrations20 states
AKAZCACOFLHIMAMEMIMTNVNYORPARITXUTVTWAWI
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.