JG
JG

John Gwin

31 Years of Experience
Boise, ID
BrokerSells Insurance

John Gwin is a registered investment advisor at Morgan Stanley, based in Boise, ID, 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

101 South Capitol Boulevard, Suite 401, Boise, ID, 83702

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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 ActivitiesSells Insurance

John is a board member for Blue Shield of Idaho since April 2023, spending minimal time on this activity. This activity is insurance-related.

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
May 2000 - April 2007 · 6 yrs 11 mos
Morgan Stanley Dw INC.Broker
May 2000 - April 2007 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1994 - May 2000 · 5 yrs 5 mos
State Registrations19 states
AKAZCACODCDEFLIAIDKSMAMNMTNVNYORTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.