JG
JG
James Garrity is a registered investment advisor at Morgan Stanley, based in Washington, DC, 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
1747 Pennsylvania Ave, Nw Ste 900, Washington, DC, 20006
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Regulatory History (2)
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Customer Dispute
August 2025Pending
Customer Dispute
June 1999Settled
Employment History
Current Registrations
Morgan Stanley
December 2015 - Present · 10 yrs 5 mos
Morgan StanleyBroker
December 2015 - Present · 10 yrs 5 mos
Morgan Stanley
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
January 2003 - December 2015 · 12 yrs 11 mos
Credit Suisse Securities (USA) LLC
January 2003 - December 2015 · 12 yrs 11 mos
Donaldson Lufkin & Jenrette Securities Corporation
November 2001 - January 2003 · 1 yr 2 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
March 2000 - January 2003 · 2 yrs 10 mos
Goldman, Sachs & CO.Broker
November 1989 - March 2000 · 10 yrs 4 mos
State Registrations30 states
AZCACOCTDCDEFLGAIDILKSLAMAMDMEMIMNMONCNHNJNMNVNYORPATNTXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.