JF
JF
James Ferrell is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, 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
2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143
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Regulatory History (1)
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Customer Dispute
May 2016Denied
Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 7 mos
Morgan StanleyBroker
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Hefren-Tillotson, INC.
May 2002 - November 2010 · 8 yrs 6 mos
Hefren-Tillotson, INC.Broker
April 2001 - November 2010 · 9 yrs 7 mos
Dean Witter Reynolds INC.Broker
September 1999 - January 2001 · 1 yr 4 mos
State Registrations16 states
AZCACOFLGAILKYMAMDNCNYOHPATNVAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.