JM
JM
James Mcintire is a registered investment advisor at Morgan Stanley, based in Mclean, VA, 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
1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2010Settled
Customer Dispute
September 2009Settled
Other Business Activities
James is a 50% partner/owner (with his spouse) of Prezzies, a retail gift shop.
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
January 1996 - April 2007 · 11 yrs 3 mos
Morgan Stanley Dw INC.Broker
January 1993 - April 2007 · 14 yrs 3 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.