JD
JD

James Detterick

28 Years of Experience
Carbondale, CO
Broker

James Detterick is a registered investment advisor at Morgan Stanley, based in Carbondale, CO, with 28 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

Carbondale, CO

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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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Other Business Activities

James is an Investment Committee Member for The Colorado State University Foundation, overseeing the Endowment for the University. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2014 - Present · 11 yrs 10 mos
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
December 2007 - June 2009 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2001 - December 2007 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1997 - December 2007 · 10 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
James Detterick - Financial Advisor | TrueAdvisor