Jordan King is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, 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
112 Worcester Street, Wellesley, MA, 02481
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Regulatory History (1)
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Customer Dispute
December 1999Denied
Other Business Activities
Jordan is a drummer in a rock and roll cover band since March 2019. This investment-related activity takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
UBS Financial Services INC.
March 1997 - June 2008 · 11 yrs 3 mos
UBS Financial Services INC.Broker
March 1997 - June 2008 · 11 yrs 3 mos
Oppenheimer & CO., INC.Broker
February 1995 - March 1997 · 2 yrs 1 mo
Smith Barney INC.Broker
July 1993 - March 1995 · 1 yr 8 mos
Lehman Brothers INC.Broker
February 1993 - July 1993 · 5 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAILMAMDMEMIMONCNHNJNMNYOHORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.