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Johnthomas Cumbow

23 Years of Experience
Jacksonville, FL
1 DisclosureBroker

Johnthomas Cumbow is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 23 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

50 North Laura Street, Suite 2000, Jacksonville, FL, 32202

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009
Denied
Other Business Activities

Johnthomas owns rental property in Jacksonville, Florida, but dedicates no time during trading hours. He also serves as a board member for Odom Beachs Tree Service and as an assistant football coach at Episcopal School of Jacksonville, dedicating a few hours per week to coaching.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2002 - April 2007 · 4 yrs 9 mos
Morgan Stanley Dw INC.Broker
May 2002 - April 2007 · 4 yrs 11 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin IslandsWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Johnthomas Cumbow - Financial Advisor | TrueAdvisor