JD
JD

John Donahue

33 Years of Experience
Scranton, PA
Broker

John Donahue is a registered investment advisor at Morgan Stanley, based in Scranton, PA, 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

111 North Washington Avenue, Suite 201, Scranton, PA, 18503

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

John is an officer (non-board member) at the Jenkins Twp Volunteer Fire Department since May 2020, handling administrative tasks and check signing/funds disbursements. He spends about 10-20% of his time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 1993 - April 2007 · 14 yrs 2 mos
State Registrations27 states
ARAZCACOCTDEFLGAILKYMAMDMEMINCNJNVNYOHPARISCTXVAVTWAWY
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.
John Donahue - Financial Advisor | TrueAdvisor