JG
JG
John Grazioli
33 Years of Experience
Bonita Springs, FL
1 DisclosureBroker
John Grazioli is a registered investment advisor at Morgan Stanley, based in Bonita Springs, FL, with 33 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
Bonita Springs, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 1999Settled
Other Business Activities
John is the president and sole proprietor/owner/partner of JMG Ventures, an investment-related holding company, since March 2013. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2006 - April 2007 · 5 mos
Morgan Stanley Dw INC.Broker
April 1997 - April 2007 · 10 yrs
Josephthal Lyon & Ross IncorporatedBroker
October 1995 - April 1997 · 1 yr 6 mos
The Dreyfus Service CorporationBroker
May 1992 - October 1995 · 3 yrs 5 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAILINMAMDMEMIMNNCNHNJNMNYOHORPASCTXUTVAWAWIWY
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.