JL
JL
John Letourneau is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, 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
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Location
2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (4)
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Customer Dispute
February 2017Denied
Customer Dispute
August 2004Denied
Customer Dispute
April 2000Closed-No Action
Customer Dispute
March 2000Denied
Employment History
Current Registrations
Morgan StanleyBroker
April 2025 - Present · 1 yr 1 mo
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Previous Registrations
RBC Capital Markets, LLC
February 2015 - May 2025 · 10 yrs 3 mos
RBC Capital Markets, LLCBroker
February 2015 - May 2025 · 10 yrs 3 mos
Morgan Stanley
June 2009 - March 2015 · 5 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2015 · 5 yrs 9 mos
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - January 2008 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - January 2008 · 1 yr 10 mos
Advest, INC.
March 2005 - March 2006 · 1 yr
Advest, INC.Broker
February 2005 - March 2006 · 1 yr 1 mo
UBS Financial Services INC.Broker
September 1998 - March 2005 · 6 yrs 6 mos
UBS Financial Services INC.
September 1998 - March 2005 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1995 - September 1998 · 3 yrs 3 mos
American Express Financial Advisors INC.Broker
May 1995 - May 1995 · 0 mos
Ids Life Insurance CompanyBroker
May 1995 - May 1995 · 0 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.