John Ross is a CFP-designated registered investment advisor at Morgan Stanley, based in Memphis, TN, 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
6410 Poplar Avenue, Suite 600, Memphis, TN, 38119
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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.
Learn about disclosures →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.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
Wachovia Securities, LLC
January 2004 - May 2008 · 4 yrs 4 mos
Wachovia Securities, LLCBroker
October 2002 - May 2008 · 5 yrs 7 mos
Nbc Capital Markets Group, INC.Broker
January 2001 - October 2002 · 1 yr 9 mos
Jefferson Pilot Securities CorporationBroker
March 1998 - January 2001 · 2 yrs 10 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.