JK
JK
Jordan Krantz is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 30 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
Loading...
Location
340 Mount Kemble Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2009Denied
Customer Dispute
January 2002Denied
Other Business Activities
Jordan is involved with a trust in San Diego, NJ since April 2021. This activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 2002 - June 2009 · 6 yrs 11 mos
Citigroup Global Markets INC.Broker
August 2000 - June 2009 · 8 yrs 10 mos
Prudential Securities IncorporatedBroker
April 1995 - July 2000 · 5 yrs 3 mos
State Registrations31 states
AZCACOCTDEFLGAIDILLAMAMDMEMNNCNHNJNVNYOHPARISCSDTNTXUTVAWAWIWY
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.