JP
JP

James Pember

34 Years of Experience
Savannah, GA
Broker

James Pember is a registered investment advisor at Morgan Stanley, based in Savannah, GA, with 34 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

7402 Hodgson Memorial Drive, Suite 100, Savannah, GA, 31406

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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 is an endowment committee member and chair of the committee for the Christ Church Endowment Fund since January 2018. This takes minimal time each month, split evenly between business and after-business hours.

Employment History
Current Registrations
Morgan Stanley
September 2011 - Present · 14 yrs 10 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2002 - September 2011 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2002 - September 2011 · 9 yrs 5 mos
Wachovia Securities, INC.Broker
September 1992 - May 2002 · 9 yrs 8 mos
Financial Network Investment CorporationBroker
July 1991 - October 1992 · 1 yr 3 mos
State Registrations31 states
AKARCACOCTFLGAILINKYMAMDMEMIMNMONCNJNVNYOHORPARISCTNTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
James Pember - Financial Advisor | TrueAdvisor