Jordan Black is a registered investment advisor at Morgan Stanley, based in New York, NY, with 31 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
March 2002Settled
Other Business Activities
Jordan owns rental property since May 2009. This activity is investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 15 yrs 11 mos
Morgan Stanley
January 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
November 2006 - January 2010 · 3 yrs 2 mos
UBS Financial Services INC.Broker
August 2004 - January 2010 · 5 yrs 5 mos
Credit Suisse First Boston
January 2003 - August 2004 · 1 yr 7 mos
Donaldson Lufkin & Jenrette Securities Corporation
July 2002 - January 2003 · 6 mos
Credit Suisse First Boston LLCBroker
November 2000 - August 2004 · 3 yrs 9 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
April 1997 - January 2003 · 5 yrs 9 mos
Bzw Securities INC.Broker
July 1996 - April 1997 · 9 mos
Smith Barney INC.Broker
May 1994 - October 1995 · 1 yr 5 mos
State Registrations28 states
AZCACOCTDCDEFLGAILMAMEMOMTNCNJNMNVNYOHOKORPARISCTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.