JC
JC
Joel Cohn is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, 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
2330 West Joppa Road, Suite 255, Lutherville, MD, 21093
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2008Settled
Customer Dispute
March 2002Denied
Other Business Activities
Joel is a board member at Beth Tfiloh Synagogue, a religious organization, and spends minimal time on fundraising activities. This activity is not investment-related.
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.
January 1997 - June 2009 · 12 yrs 5 mos
Citigroup Global Markets INC.Broker
November 1996 - June 2009 · 12 yrs 7 mos
State Registrations25 states
ALAZCACOCTDCDEFLGAILMAMDNCNJNYOHOKPASCTNTXUTVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.