James Koehler is a registered investment advisor at Morgan Stanley, based in Marlton, NJ, 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
303 Lippincott Drive, Suite 300, Marlton, NJ, 08053
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Regulatory History (1)
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Customer Dispute
January 2006Denied
Employment History
Current Registrations
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
June 2002 - April 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
March 1999 - April 2007 · 8 yrs 1 mo
State Registrations21 states
AZCADEFLGAIDILINMAMDNCNHNJNYOHPASCTNTXVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.