Erik Jue is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, with 26 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
20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2012Employment History
Current Registrations
Morgan Stanley
December 2021 - Present · 4 yrs 5 mos
Morgan StanleyBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2012 - December 2021 · 9 yrs 7 mos
Citigroup Global Markets INC.
May 2012 - December 2021 · 9 yrs 7 mos
Chase Investment Services CORP.
April 2010 - March 2012 · 1 yr 11 mos
Chase Investment Services CORP.Broker
April 2010 - March 2012 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2010 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2010 · 5 mos
Banc of America Investment Services, INC.Broker
January 2005 - October 2009 · 4 yrs 9 mos
Banc of America Investment Services, INC.
January 2005 - October 2009 · 4 yrs 9 mos
Comercia Securities
March 2003 - December 2004 · 1 yr 9 mos
Comerica SecuritiesBroker
March 2003 - December 2004 · 1 yr 9 mos
UBS Painewebber INC.
September 2001 - February 2003 · 1 yr 5 mos
UBS Painewebber INC.Broker
July 2000 - February 2003 · 2 yrs 7 mos
Comerica SecuritiesBroker
June 1999 - June 2000 · 1 yr
State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.