JG
JG

John Gould

32 Years of Experience
Cincinnati, OH
Broker

John Gould is a registered investment advisor at Morgan Stanley, based in Cincinnati, 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

7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236

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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

John is a partner at Gould Brothers, a real estate business in Morehead, KY, since June 2021. He dedicates minimal time to this investment-related activity during and after business hours.

Employment History
Current Registrations
Morgan Stanley
October 2015 - Present · 10 yrs 7 mos
Morgan StanleyBroker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
PNC InvestmentsBroker
January 2004 - October 2015 · 11 yrs 9 mos
PNC Investments
January 2004 - October 2015 · 11 yrs 9 mos
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
July 2001 - June 2002 · 11 mos
UBS Painewebber INC.Broker
March 2000 - July 2001 · 1 yr 4 mos
Fifth Third Securities, INC.Broker
March 1999 - March 2000 · 1 yr
Fifth Third Securities, INC.Broker
July 1998 - March 1999 · 8 mos
The Ohio CompanyBroker
February 1996 - July 1998 · 2 yrs 5 mos
H.J. Meyers & CO., INC.Broker
August 1994 - February 1996 · 1 yr 6 mos
Westfield Financial CorporationBroker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
September 1993 - September 1994 · 1 yr
State Registrations37 states
ARAZCACODCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMONCNHNJNMNVNYOHOKORPASCTNTXVAWAWI
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 Gould - Financial Advisor | TrueAdvisor