JP
JP
Jay Pickett is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 31 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
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
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Regulatory History (4)
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Customer Dispute
February 2011Settled
Customer Dispute
May 2001Settled
Customer Dispute
April 1998Denied
Customer Dispute
October 1997Settled
Employment History
Current Registrations
Morgan Stanley
November 2025 - Present · 8 mos
Morgan StanleyBroker
October 2025 - Present · 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2012 - November 2025 · 13 yrs 2 mos
Wells Fargo Advisors
September 2012 - November 2025 · 13 yrs 2 mos
Deutsche Bank Securities INC.
September 2006 - October 2012 · 6 yrs 1 mo
Deutsche Bank Securities INC.Broker
September 2006 - October 2012 · 6 yrs 1 mo
Citigroup Global Markets INC.
May 2003 - September 2006 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
January 2001 - September 2006 · 5 yrs 8 mos
The Robinson-Humphrey Company, LLCBroker
April 1995 - February 2001 · 5 yrs 10 mos
Pruco Securities CorporationBroker
March 1990 - August 1990 · 5 mos
The Prudential Insurance Company of AmericaBroker
March 1990 - August 1990 · 5 mos
State Registrations11 states
ALAZCACOFLGANCNJSCTNVA
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.