Jodi Lam is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 27 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
733 Bishop Street, Suite 2800, Honolulu, HI, 96813
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Regulatory History (1)
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Customer Dispute
March 2008Denied
Other Business Activities
Jodi serves as committee chair for the Hawaii Society of CPA's. She also serves on the board of directors for the United States Tennis Association Hawaii Pacific Section and the Hawaii Society of Certified Public Accountants.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1999 - April 2007 · 8 yrs 3 mos
Morgan Stanley Dw INC.Broker
December 1998 - April 2007 · 8 yrs 4 mos
State Registrations14 states
AZCACOHIMAMONJNVNYOHORTXUTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.