JC
JC

Joseph Clayton

29 Years of Experience
Virginia Beach, VA
Broker

Joseph Clayton is a registered investment advisor at Morgan Stanley, based in Virginia Beach, VA, with 29 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

222 Central Park Avenue, Virginia Beach, VA, 23462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph is a musician in a band called "Joe's Day Off," which he considers a hobby. He spends a few hours per week playing music, mostly on weekends.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2006 - June 2009 · 3 yrs 2 mos
Citigroup Global Markets INC.
April 2006 - June 2009 · 3 yrs 2 mos
Wachovia Securities, LLCBroker
March 2004 - April 2006 · 2 yrs 1 mo
Wachovia Securities, LLC
March 2004 - April 2006 · 2 yrs 1 mo
Cuso Financial Services, L.P.
February 2004 - March 2004 · 1 mo
Cuso Financial Services, L.P.Broker
February 2004 - March 2004 · 1 mo
CUNA Brokerage Services, INC.
June 2001 - February 2004 · 2 yrs 8 mos
CUNA Brokerage Services, INC.Broker
April 2000 - February 2004 · 3 yrs 10 mos
Wachovia Securities, INC.Broker
February 2000 - April 2000 · 2 mos
Wachovia Brokerage ServiceBroker
February 1998 - February 2000 · 2 yrs
Central Fidelity Securities, INC.Broker
January 1997 - December 1997 · 11 mos
Waddell & Reed, INC.Broker
November 1995 - May 1996 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joseph Clayton - Financial Advisor | TrueAdvisor