Joanne Jacobs-Perkins is a registered investment advisor at Morgan Stanley, based in Riverhead, NY, with 24 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
611 East Main Street, Riverhead, NY, 11901
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
Morgan Stanley
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2017 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2017 · 7 yrs 5 mos
Banc of America Investment Services, INC.
July 2008 - October 2009 · 1 yr 3 mos
Banc of America Investment Services, INC.Broker
April 2008 - October 2009 · 1 yr 6 mos
UBS Financial Services INC.Broker
July 2001 - April 2008 · 6 yrs 9 mos
State Registrations31 states
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Exams
No exam information available for this advisor.