JG
JG

James Ghory

32 Years of Experience
Beavercreek, OH
Broker

James Ghory is a registered investment advisor at Morgan Stanley, based in Beavercreek, 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

4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440

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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 serves on the investment committee for Catholic Social Services of the Miami Valley, a non-profit organization, since 2017. He spends minimal time on this activity, including one hour during business hours and five hours after business hours, focusing on business development, growth, investment decisions, and advice.

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
October 1999 - April 2007 · 7 yrs 6 mos
Morgan Stanley Dw INC.Broker
August 1993 - April 2007 · 13 yrs 8 mos
State Registrations40 states
ALAZCACOCTDCFLGAILINKSKYLAMAMDMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.