JB
JB

James Biggers

56 Years of Experience
Charlotte, NC
Broker

James Biggers is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 56 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

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James serves as an executor/co-executor for an estate in Charlotte, North Carolina since February 2022. This investment-related activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
July 2010 - Present · 15 yrs 10 mos
Morgan Stanley
July 2010 - Present · 15 yrs 10 mos
Morgan Stanley
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Park Meridian Advisors LLC
October 2008 - April 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - August 2008 · 1 yr 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - August 2008 · 1 yr 4 mos
Morgan Stanley
December 2001 - April 2007 · 5 yrs 4 mos
Dean Witter & CO. IncorporatedBroker
October 1973 - February 1978 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
September 1973 - April 2007 · 33 yrs 7 mos
Bache & CO IncorporatedBroker
February 1968 - November 1973 · 5 yrs 9 mos
State Registrations31 states
AZCACOCTDCFLGAHIILKYMAMDMEMIMNMOMSNCNHNJNYOHPASCTNTXUTVAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.