John Morad
John Morad is a registered investment advisor at Raymond James & Associates, INC., based in Bloomfield Hills, MI, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
39400 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is on the Board of Directors for Birmingham Little League, dedicating a few hours per week. He also receives residual commissions from Omega Solutions for two clients, but devotes no time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Comerica Securities
Comerica SecuritiesBroker
Corecap Advisors
Corecap Investments, INC.Broker
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Old Mutual Capital
Old Mutual Investment PartnersBroker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Morgan Stanley
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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