JM
JM
John Morrison is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 36 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
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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Regulatory History (1)
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Customer Dispute
July 1998Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
UBS Financial Services INC.
January 2003 - February 2009 · 6 yrs 1 mo
UBS Financial Services INC.Broker
January 2003 - February 2009 · 6 yrs 1 mo
Prudential Securities Incorporated
July 1995 - January 2003 · 7 yrs 6 mos
Prudential Securities IncorporatedBroker
July 1995 - January 2003 · 7 yrs 6 mos
Smith Barney INC.Broker
May 1994 - July 1995 · 1 yr 2 mos
Prudential Securities IncorporatedBroker
February 1992 - May 1994 · 2 yrs 3 mos
Hibbard Brown & CO., INC.Broker
October 1989 - February 1992 · 2 yrs 4 mos
State Registrations36 states
AZCACOCTDCDEFLGAHIILKYLAMAMDMEMIMSNCNHNJNMNYOHOKORPARISCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.