John Lentz is a registered investment advisor at Morgan Stanley, based in Santa Ana, CA, with 60 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
2677 North Main Street, Suite 1000, Santa Ana, CA, 92705
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Regulatory History (5)
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Customer Dispute
May 2022Settled
Customer Dispute
October 2008Settled
Customer Dispute
March 2004Denied
Customer Dispute
July 2002Award / Judgment
Customer Dispute
January 1995Award / Judgment
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 1998 - April 2007 · 8 yrs 5 mos
Morgan Stanley Dw INC.Broker
April 1988 - April 2007 · 19 yrs
Shearson Lehman Hutton INC.Broker
February 1988 - May 1988 · 3 mos
E. F. Hutton & Company INCBroker
May 1965 - February 1988 · 22 yrs 9 mos
State Registrations16 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.