JD
JD

James Dennard

22 Years of Experience
Atlanta, GA
1 DisclosureBroker

James Dennard is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 22 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

3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305

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History

Regulatory History (1)
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Customer Dispute
February 2009
Denied
Other Business Activities

James is a private investor with 1% ownership in Winestore Holdings, LLC, a retail wine store, and dedicates no time to it. He also has a real estate holding company, LCJ LLC, and is a board member/officer for The Endowment Fund of the Episcopal Church of St. Martin in the Fields, spending minimal time on it.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2007 - June 2009 · 2 yrs 5 mos
Morgan Stanley & CO. IncorporatedBroker
May 2006 - June 2009 · 3 yrs 1 mo
Bessemer Investor Services, INC.Broker
October 2004 - May 2006 · 1 yr 7 mos
Painewebber IncorporatedBroker
May 1998 - March 1999 · 10 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.