John Nash is a registered investment advisor at Morgan Stanley, based in Austin, TX, 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
301 Congress Avenue, Suite 1400, Austin, TX, 78701
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Regulatory History (1)
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Customer Dispute
June 2000Denied
Other Business Activities
John is a board member for the YMCA of Austin, supporting their mission since 2016. He is also involved with the Greater Austin YMCA as a board member and on the finance and investment committees, dedicating minimal time to fundraising and strategic planning.
Employment History
Current Registrations
Morgan Stanley
June 2024 - Present · 1 yr 11 mos
Morgan StanleyBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
UBS Financial Services INC.
September 2011 - June 2024 · 12 yrs 9 mos
UBS Financial Services INC.Broker
September 2011 - June 2024 · 12 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1992 - September 2011 · 18 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1992 - September 2011 · 18 yrs 10 mos
State Registrations16 states
ALCACOCTDCFLGAILINMAMENMNVNYOHTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.