JJ
JJ

James Jouret

19 Years of Experience
Plano, TX
Broker

James Jouret is a registered investment advisor at Morgan Stanley, based in Plano, TX, with 19 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

7500 Dallas Parkway, Suite 500, Plano, TX, 75024

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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

James owns land in Henrietta, TX and provides a hunting lease. He also buys live cattle to graze in Clay County, TX, dedicating minimal time outside of business hours to this activity.

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
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
July 2008 - June 2009 · 11 mos
Barron Moore, INC.Broker
August 2005 - August 2006 · 1 yr
Fidelity Brokerage Services, INC.Broker
March 1994 - September 1994 · 6 mos
Lehman Brothers INC.Broker
July 1993 - September 1993 · 2 mos
State Registrations13 states
ALAZCACOFLIAKSMOOKORTXVTWY
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.