JO
JO
Joseph Olexa is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, 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
800 East 96th Street, Suite 400, Indianapolis, IN, 46240
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Regulatory History (1)
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Customer Dispute
October 2017Denied
Other Business Activities
Joseph is on the Finance Committee for Holy Spirit at Geist Catholic Church, offering investment decisions and advice. This requires minimal time commitment.
Employment History
Current Registrations
Morgan StanleyBroker
September 2009 - Present · 16 yrs 10 mos
Morgan Stanley
September 2009 - Present · 16 yrs 10 mos
Previous Registrations
J.p.morgan Securities INC.
October 2008 - September 2009 · 11 mos
J.P. Morgan Securities INC.Broker
October 2008 - September 2009 · 11 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
March 2001 - September 2006 · 5 yrs 6 mos
Banc One Securities CorporationBroker
December 2000 - July 2006 · 5 yrs 7 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.