JD
JD

John Desantis

29 Years of Experience
Terre Haute, IN
Broker

John Desantis is a registered investment advisor at Morgan Stanley, based in Terre Haute, IN, 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

401 Wabash Avenue, Terre Haute, IN, 47807

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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

John is involved in an airplane leaseback business, Aero Holdings, since 2004. This takes about 10-20% of his time and is not investment related.

Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 10 mos
Morgan Stanley
November 2022 - Present · 3 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
December 2008 - November 2022 · 13 yrs 11 mos
UBS Financial Services INC.
December 2008 - November 2022 · 13 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2000 - December 2008 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1999 - December 2008 · 9 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
May 1996 - October 1999 · 3 yrs 5 mos
State Registrations20 states
ALAZCACOFLIDILINMEMINCNMNYOHORPASCTNTXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.