JR
JR

J Reece

30 Years of Experience
Fort Worth, TX
Broker

J Reece is a registered investment advisor at Morgan Stanley, based in Fort Worth, TX, 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

201 Main Street, Suite 1500, Fort Worth, TX, 76102

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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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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.
February 1998 - June 2009 · 11 yrs 4 mos
Citigroup Global Markets INC.Broker
February 1998 - June 2009 · 11 yrs 4 mos
Dain Rauscher IncorporatedBroker
January 1998 - January 1998 · 0 mos
Rauscher Pierce Refsnes, INC.Broker
May 1997 - January 1998 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1996 - May 1997 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
J Reece - Financial Advisor | TrueAdvisor