JM
CFP
JM
CFP
Joseph Mcgraw is a CFP-designated registered investment advisor at Morgan Stanley, based in Chicago, IL, with 25 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
Willis Tower, 233 South Wacker Drive, Suite 8200 Region 5, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 1999Denied
Employment History
Current Registrations
Morgan StanleyBroker
March 2025 - Present · 1 yr 4 mos
Morgan Stanley
March 2025 - Present · 1 yr 4 mos
Previous Registrations
Sgl Financial, LLC
October 2024 - May 2025 · 7 mos
Charles Schwab & CO., INC.Broker
January 2022 - June 2023 · 1 yr 5 mos
Charles Schwab & CO., INC.
January 2022 - June 2023 · 1 yr 5 mos
TD Ameritrade, INC.
February 2018 - October 2022 · 4 yrs 8 mos
TD Ameritrade, INC.Broker
February 2018 - June 2023 · 5 yrs 4 mos
TD Ameritrade Investment Management, LLC
February 2018 - June 2023 · 5 yrs 4 mos
Scottrade Investment Management
January 2017 - February 2018 · 1 yr 1 mo
Scottrade, INC.Broker
November 2016 - February 2018 · 1 yr 3 mos
Innovation Partners LLCBroker
July 2016 - February 2017 · 7 mos
Portfolio Logic, LLC
January 2015 - October 2016 · 1 yr 9 mos
Demos Partners, LLC
July 2012 - November 2012 · 4 mos
Metlife Investors Distribution CompanyBroker
December 2004 - September 2010 · 5 yrs 9 mos
Metlife Investors Distribution CompanyBroker
October 2002 - December 2004 · 2 yrs 2 mos
Strategic Advisers INC.
January 2000 - November 2002 · 2 yrs 10 mos
Fidelity Brokerage Services LLCBroker
October 1999 - November 2002 · 3 yrs 1 mo
Citicorp Investment ServicesBroker
July 1997 - September 1999 · 2 yrs 2 mos
Olde Discount CorporationBroker
October 1995 - July 1997 · 1 yr 9 mos
State Registrations1 state
IL
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.