JB
JB

Jnan Basu

34 Years of Experience
Miami, FL
Broker

Jnan Basu is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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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

Jnan is the owner and board member of RVB Investments since 2017. He is also an LPAC member for Tru Arrow Technology Partners and owns rental property, dedicating minimal time to these activities.

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
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Lehman Brothers INC.
February 2008 - May 2008 · 3 mos
Lehman Brothers INC.Broker
September 2000 - May 2008 · 7 yrs 8 mos
UBS Warburg LLCBroker
July 1998 - September 2000 · 2 yrs 2 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
February 1995 - August 1998 · 3 yrs 6 mos
Painewebber IncorporatedBroker
January 1995 - April 1995 · 3 mos
Kidder, Peabody & CO. IncorporatedBroker
November 1993 - January 1995 · 1 yr 2 mos
Smith Barney Shearson INC.Broker
January 1992 - November 1993 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.