JB
JB

Joseph Bettendorf

32 Years of Experience
Columbus, OH
Broker

Joseph Bettendorf is a registered investment advisor at Morgan Stanley, based in Columbus, OH, with 32 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

41 South High Street, Suite 2700, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph is an advancement committee member at Cristo Rey Columbus High School, assisting with fundraising. He also serves on the University of Dayton School of Business Administration Flyer Investments Fund Advisory Council, dedicating minimal time to each activity.

Employment History
Current Registrations
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
December 2003 - April 2007 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
December 2003 - April 2007 · 3 yrs 4 mos
Wachovia Securities, LLC
July 2003 - December 2003 · 5 mos
Wachovia Securities, LLCBroker
July 2003 - December 2003 · 5 mos
Prudential Securities Incorporated
October 1999 - July 2003 · 3 yrs 9 mos
Prudential Securities IncorporatedBroker
May 1995 - July 2003 · 8 yrs 2 mos
Weeden & Co.l.p.Broker
June 1993 - May 1995 · 1 yr 11 mos
State Registrations23 states
ALCACODCFLGAILINMDMINCNHNJNMNYOHPARISCTNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joseph Bettendorf - Financial Advisor | TrueAdvisor